Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Layton (UT); On-site; USD 60,000 - 120,000; Full time

Job summary

First Command Financial Services, Inc. seeks seasoned financial advisors to join as independent contractors, working with existing clients and expanding through referrals within the military community.

You will deliver comprehensive financial guidance across accumulation, retirement, taxes, insurance, and estate considerations, tailoring plans for military families and building long-term relationships. This role offers flexible hours and income potential based on commissions and performance.

Qualifications

• Minimum 5 years of experience in financial services with a proven track record of building and retaining client relationships.
• Ability to integrate financial products into a long-term planning strategy.
• Strong interpersonal and relationship-building skills for long-term client engagement.

Responsibilities

• Provide comprehensive financial guidance across wealth accumulation, preservation, and legacy for clients.
• Develop and implement sophisticated plans covering investments, retirement income, taxes, insurance, and estate considerations.
• Foster high-touch client experience and build trust through clear, confident guidance.

Skills

Client relationships

Wealth management

Portfolio management

Sales & business development

Regulatory compliance

Education

Series 7 & 66

Life & Health license

CFP/ChFC/RICP preferred

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

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.