Senior Financial Advisor – Experienced Professionals

First Command; Frederick (MD); On-site; USD 80,000 - 120,000; Part time

Job summary

First Command is seeking an experienced Financial Advisor to guide military families toward lasting financial security. The role is an independent contractor position offering high-touch, comprehensive planning and growth through a strong referral network, especially within the military community.

You'll act as a trusted advisor, develop sophisticated plans, and drive client engagement by delivering tailored investment, retirement, tax, and estate strategies while building your own client

Qualifications

• Minimum 5 years of experience in financial services with a strong client-relationship track record.
• Ability to build and retain long-term client engagements.
• Experience integrating financial products into a holistic planning approach.

Responsibilities

• Serve as a trusted advisor across wealth stages and meet clients regularly.
• Develop and implement comprehensive financial plans for military families.
• Foster high-touch client experiences and responsive service.
• Grow the practice through referrals within the military community.

Skills

Wealth management

Interpersonal skills

Client relationship focus

Independent business mindset

Education

Series 7 & 66 licenses

Life & Health license

CFP/ChFC/RICP 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.