Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Colonial Heights (VA); On-site; USD 90,000 - 200,000; Full time

Job summary

First Command Financial Services, Inc. is seeking seasoned financial advisors to elevate their impact.

This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. As an experienced Financial Advisor, you’ll provide comprehensive guidance across accumulation, preservation, and legacy planning, build trusted relationships within the military community,

Qualifications

• Minimum 5 years in financial services with a proven client-relations track record.
• Ability to integrate financial products into long-term planning (portfolio/wealth mgmt).
• Strong interpersonal skills and ability to build trust over time.
• Willingness to run an independent advisory practice with flexible hours and commission-based income.
• Military experience or affiliation strongly preferred.

Responsibilities

• Serve as a Trusted Advisor by identifying evolving financial goals and adjusting plans.
• Develop and implement sophisticated financial plans across investments, retirement, taxes, insurance, and estate considerations for military families.
• Foster long-term client relationships through a high-touch, value-driven service model.
• Build relationships within the local and military community to generate referrals and new opportunities.
• Achieve revenue and growth targets by expanding client engagement and referrals.

Skills

Financial services experience

Portfolio & wealth management

Interpersonal & relationship building

Independent business ownership

Military experience/affiliation

Education

Series 7 & 66 licenses + Life & Health licenses

CFP®, ChFC®, or RICP® designations

Job description

Job Description

Join the mission. Coach those who serve.

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 offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

What You’ll Do

As an experienced Financial Advisor at First Command, you’ll go beyond the basics—providing comprehensive financial guidance that evolves with our clients' lives. You’ll:

• 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.

What Sets You Apart

• 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, with the ability 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.

Licensing & Certifications

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

Your Next Step

If you're an experienced advisor who wants to make a difference in the lives of those who serve—and continue building your career with purpose—First Command is where you belong.