Military-Focused Financial Advisor: Independence & Growth

First Command Financial Services, Inc.; California; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training program for veterans and spou

Licensing sponsorship

Career progression opportunities

Job summary

First Command Financial Services, Inc. is seeking Financial Advisor candidates to coach military families toward secure financial futures. You’ll guide personalized plans addressing savings, investments, insurance, and wealth management while engaging local military communities.

The role emphasizes leadership, entrepreneurship, and career growth, with a structured training and licensing path and opportunities to advance into independent contractor work across the United States.

Qualifications

• Military experience or affiliation.
• Bachelor's degree.
• Proven leadership skills.

Responsibilities

• Act as personal coach to military families, developing financial plans aligned with short- and long-term goals.
• Provide guidance on day-to-day finances, asset building, and risk management.
• Engage with local communities and recruit new clients with district and Home Office support.
• Connect with military organizations and units to expand First Command's community presence.
• Assist clients in building comprehensive plans covering savings, investments, and insurance.

Skills

Military experience or affiliation

Proven leadership skills

Education

Bachelor's degree

Job description

First Command Financial Services, Inc. is seeking Financial Advisor candidates to coach military families toward secure financial futures. You’ll guide personalized plans addressing savings, investments, insurance, and wealth management while engaging local military communities.

The role emphasizes leadership, entrepreneurship, and career growth, with a structured training and licensing path and opportunities to advance into independent contractor work across the United States.