Senior Financial Advisor – Experienced Professionals

First-Command-Financial-Services

Minot (ND)

On-site

USD 90,000 - 180,000

Full time

14 days+
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Job summary

First Command is seeking an experienced Senior Financial Advisor in Grand Forks, ND to guide military families toward lasting financial security. This independent contractor role focuses on growing a practice through high-touch, client-centered planning.

You will deliver advanced wealth planning, integrate investments, retirement, tax strategies, and estate considerations, and build durable relationships within the military community. Must have Series 7/66 and Life/Health licenses.

Qualifications

  • A minimum of 5 years of experience in financial services and a proven ability to build and retain client relationships.
  • Portfolio and wealth management experience with integration into long-term planning.
  • Exceptional interpersonal skills for long-term client engagement.
  • The drive to run an independent business with flexible hours and commission-based income.
  • Military experience or affiliation is strongly preferred.

Responsibilities

  • Serve as a trusted advisor, identifying and adapting to evolving client goals across accumulation, preservation, and legacy.
  • Deliver advanced, personalized planning integrating investments, retirement income, taxes, insurance, and estate considerations.
  • Provide high-touch client experience with clarity, confidence, and responsive service.
  • Engage the military community to build referrals and opportunities.
  • Drive results by growing revenue and deepening long-term client relationships.

Job description

Senior Financial Advisor – Experienced Professionals
Job Location

Grand Forks, ND

Position Type

Full-Time/Regular

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.
Required Experience
Licensing & Certifications
  • Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license
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.

First Command does not discriminate in the recruiting of Financial Advisors onthe basis of race, color, religion, national origin, sex, marital status,disability, age or veteran status. No information solicited by First Commandfrom you is intended to be used in a discriminatory manner. All informationprovided by you will be reviewed carefully, but the receipt of an Advisorapplication or other information does not imply that you will be offered theopportunity to enter into a Financial Advisor/Agent Agreement with FirstCommand.

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