Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Grand Forks (ND); On-site; USD 100,000 - 200,000; Part time

Job summary

First Command Financial Services, Inc. is seeking seasoned financial advisors for an independent contractor role to work with existing clients, deepen relationships, and grow business through a high-touch, consultative approach within the military community.

Requirements include 5+ years in financial services, regulatory licensing (Series 7 & 66 or 6/63/65) and Life & Health licenses; CFP/ChFC/RICP designations are preferred.

Qualifications

• Minimum of 5 years in financial services with a strong record of building and retaining client relationships.
• Portfolio and wealth management experience integrated into long-term planning.
• Exceptional interpersonal and relationship-building skills enabling long-term client engagement.
• Ability to run your own independent business with flexible hours and commissions/ performance incentives.
• Military experience or affiliation strongly preferred.

Responsibilities

• Serve as a Trusted Advisor across wealth stages—accumulation, preservation, and legacy.
• Develop and implement sophisticated financial plans including investments, retirement, tax, insurance, and estate considerations.
• Provide a high-touch client experience with clear guidance and responsiveness.
• Engage with the military community to generate referrals and opportunities.
• Drive results and grow the business through strong client relationships.

Skills

Wealth management

Client relationships

Financial planning

Relationship-building

Independent business drive

Education

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

Life & Health license

CFP®, ChFC®, or RICP® designations

Job description

Job Description

Join the mission. Coach those who serve.

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