Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Glendale (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

First Command Financial Services, Inc. in the United States seeks an experienced Financial Advisor to elevate client guidance for military families.

You’ll serve as a Trusted Advisor, delivering comprehensive planning across investments, retirement, taxes, insurance, and estate considerations, tailored to evolving client needs. As an independent contractor, you’ll grow your business through high-touch service, build long-term client relationships, and engage the military community to generate

Qualifications

• 5+ years of experience in financial services with a strong client-relationship track record.
• Ability to integrate financial products into long-term planning strategies.
• Exceptional interpersonal and relationship-building skills for long-term engagement.
• Entrepreneurial mindset to run an independent business with commission-based incentives.
• Military experience or affiliation is strongly preferred.

Responsibilities

• Serve as a Trusted Advisor by identifying and adapting to evolving client goals across wealth stages.
• Deliver advanced, personalized planning across investments, retirement, taxes, insurance, day-to-day finances, and estate considerations.
• Provide a high-touch client experience to build trust and deliver ongoing value and guidance.
• Engage the military community to develop advocates and referral opportunities.
• Drive results and grow the business through client revenue generation and long-term engagement.

Skills

Wealth management

Client relationship building

Communication skills

Independent business owner

Military experience preferred

Education

Series 7 & 66 (or 6, 63, 65) licenses

Life & Health license

CFP®, ChFC®, or RICP® designations

Job description

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.