Military-Focused Financial Advisor Flexible & Independent

First Command; Virginia Beach (VA); Hybrid; USD 45,000 - 80,000; Full time

Benefits offered by this job

Licensing sponsorship

Career progression in training

Job summary

First Command Financial Advisors coach military families in their pursuit of financial security. Our one-on-one coaching centers on shaping positive financial behaviors with a client-first philosophy.

We provide comprehensive training and licensing support, sponsorship for licensing, and potential progression into paid training roles across the U.S. offices. Independence and flexible opportunities are offered as you build your own practice.

Qualifications

• Experience in financial advisory is not explicitly stated.
• Willingness to pursue securities and Life & Health licenses as part of training.

Responsibilities

• Serve as personal coach to military families, focusing on evolving financial plans to meet goals.
• Provide guidance on day-to-day finances, assets, and protection against unexpected events.
• Engage with the community to bring in new clients with district and Home Office support.
• Collaborate with military organizations and units to connect with the military community.
• Help families build plans covering savings, investments, and wealth management.

Skills

Coaching

Financial planning

Community outreach

Client relations

Sales

Job description

First Command Financial Advisors coach military families in their pursuit of financial security. Our one-on-one coaching centers on shaping positive financial behaviors with a client-first philosophy.

We provide comprehensive training and licensing support, sponsorship for licensing, and potential progression into paid training roles across the U.S. offices. Independence and flexible opportunities are offered as you build your own practice.