Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Cary (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

A financial services firm is seeking experienced financial advisors to join their team. The role involves working closely with military families to develop and implement customized financial strategies that meet their evolving goals. Applicants should have at least 5 years of experience in financial services, strong relationship-building skills, and relevant licenses such as Series 7 and 66. This independent contractor role offers flexible hours and unlimited income potential based on performance.

Qualifications

• Minimum of 5 years of experience in financial services with a strong record of client relationship building.
• Ability to integrate financial products into a long-term planning strategy.
• Exceptional interpersonal skills to connect with clients and build trust.

Responsibilities

• Identify and adapt to each client’s evolving financial goals.
• Develop sophisticated financial plans tailored to military families.
• Foster long-term relationships and deliver a high-touch client experience.
• Build relationships within the local military community to generate referrals.
• Achieve performance goals and expand practice through strong referral networks.

Skills

Client relationship building

Portfolio and wealth management

Interpersonal and relationship-building skills

Independent business management

Military experience or affiliation

Education

Series 7 and 66 (or 6, 63, 65)

Life & Health license

CFP®, ChFC®, or RICP® designations

Job description

Join the mission. Coach those who serve.

At First Command, we’ve been guiding military families toward financial security since 1958. We’re looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role lets you work with existing First Command clients, deepen relationships, and grow your business through a high‑touch, consultative approach.

What You’ll Do

• Serve as a Trusted Advisor: Identify and adapt to each client’s evolving financial goals across all stages of wealth—accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
• Deliver Advanced, Personalized Planning: Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day‑to‑day finances, and estate considerations—tailored to the unique needs of military families.
• Provide a High‑Touch Client Experience: Foster long‑term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
• Engage the Military Community: Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
• Drive Results and Grow Your Business: Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long‑term client relationships. Expand your practice through strong referral networks—especially within the military community—while identifying new opportunities and deepening existing client engagement.

Who You Are

• A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.
• Skilled in portfolio and wealth management, able to integrate financial products into a long‑term planning strategy.
• Exceptional interpersonal and relationship‑building skills, enabling you to connect with clients and build trust through meaningful, long‑term engagement.
• The drive and discipline to run your own independent business—offering flexible hours and the opportunity to earn unlimited income based on commissions and performance‑based incentives.
• Military experience or affiliation is strongly preferred.

Required Experience & Licenses

• Series 7 & 66 (or 6, 63, 65) and Life & Health license.
• Preferred: CFP®, ChFC®, or RICP® designations.

First Command is an Equal Opportunity Employer. We encourage applications from all qualified individuals.