Military-Focused Financial Advisor & Coach

First Command Financial Services, Inc.; Jacksonville (NC); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Licensing sponsorship

Training program

License exams support

Paid trainee period

Independent contractor path

Job summary

First Command Financial Services, Inc. seeks Financial Advisors to coach military families on evolving financial plans. You’ll guide day-to-day finances, build assets, and partner with local districts and the Home Office to grow a client base.

The program offers specialized licensing and training for veterans and military spouses, with licensing support and a paid training period before potential independent contractor opportunities.

Qualifications

• Military experience or affiliation.
• Proven leadership skills.

Responsibilities

• Coach military families on a financial plan that evolves to meet goals.
• Help families manage day-to-day finances and build assets.
• Engage with the community to bring new clients with local district team support.
• Collaborate with military organizations to engage the community.
• Provide guidance on savings, investments, and wealth management.

Skills

Leadership

Entrepreneurial mindset

Community engagement

Coaching

Sales

Job description

First Command Financial Services, Inc. seeks Financial Advisors to coach military families on evolving financial plans. You’ll guide day-to-day finances, build assets, and partner with local districts and the Home Office to grow a client base.

The program offers specialized licensing and training for veterans and military spouses, with licensing support and a paid training period before potential independent contractor opportunities.