Senior Financial Advisor – Experienced Professionals

First Command

Fairfax (VA)

On-site

USD 70,000 - 150,000

Full time

8 days ago
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Job summary

First Command in the United States seeks an experienced Financial Advisor to guide military families toward financial security and to grow a practice as an independent contractor. You will work with existing clients and deliver holistic planning with a consultative approach.

You will provide advanced planning across investments, retirement, taxes, and estate considerations, while engaging the local military community to generate referrals and build lasting client relationships.

Qualifications

  • 5+ years of experience in financial services with a track record of building and retaining client relationships.
  • Strong ability to manage portfolios and integrate financial products into long-term plans.
  • Exceptional interpersonal skills for long-term client engagement.
  • Ambition to run an independent business with flexible hours and commission-based incentives.

Responsibilities

  • Provide comprehensive financial guidance across accumulation, retirement, tax, and estate planning.
  • Build and manage long-term client relationships with a high-touch service model.
  • Identify opportunities within the military community and generate referrals.
  • Adapt plans to life events, market shifts, and regulatory changes.

Skills

Portfolio management
Wealth planning
Client relationship management
Business development
Military community experience

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.
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