Senior Financial Advisor – Experienced Professionals

First Command; Florida; On-site; USD 80,000 - 200,000; Full time

Benefits offered by this job

Independent contractor

Flexible hours

Unlimited commission potential

Performance-based incentives

Job summary

First Command is seeking an experienced Financial Advisor to serve military families with comprehensive planning and personalized guidance.

As an independent contractor in Florida, you will grow your practice by nurturing long-term client relationships, delivering wealth-management strategies, and leveraging a high-touch service model to expand referrals within the military community.

Licensing requirements include Series 7/66 and Life & Health, with CFP or other designations preferred.

Qualifications

• 5+ years of experience in financial services and client relationship management.
• Strong portfolio and wealth management capabilities.
• Independent contractor with ability to build and grow a personal practice.
• Military community connections preferred.

Responsibilities

• Serve as a Trusted Advisor aligning goals with plans.
• Deliver advanced, personalized financial planning.
• Develop and maintain high-touch client service.
• Engage military community and referral networks.

Skills

Portfolio management

Relationship building

Financial planning

Client advisory

Education

Series 7 & 66 licensing

Life & Health license

CFP® / ChFC® / RICP® designations (preferred)

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.