Senior Financial Advisor – Experienced Professionals

First Command

Leavenworth (KS)

Hybrid

USD 120,000 - 180,000

Full time

12 days ago

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Job summary

First Command seeks an experienced Senior Financial Advisor to guide military families toward financial security through comprehensive planning and relationship-building. This independent contractor role focuses on deepening existing client relationships and growing business with a high-touch, consultative approach.

Applicants should have at least 5 years in financial services and hold Series 7 & 66 (or 6, 63, 65) plus Life & Health licenses.

Qualifications

  • Minimum of 5 years in financial services with a track record of building and retaining client relationships.
  • Proficiency in portfolio and wealth management integrated into long-term planning.
  • Strong interpersonal and relationship-building skills for long-term engagement.
  • Ability to run an independent business with flexible hours and commission-based income.
  • Military experience or affiliation preferred.

Responsibilities

  • Serve as a Trusted Advisor with evolving client goals across wealth stages.
  • Deliver advanced, personalized planning including investments, retirement income, tax strategies, insurance, estate considerations.
  • Provide a high-touch client experience emphasizing clarity, confidence, and responsiveness.
  • Engage the military community to build referrals and opportunities.

Skills

Client relationships
Financial planning
Business development
Independent practice

Education

Series 7 & 66 licenses + Life & Health

Job description

Senior Financial Advisor – Experienced Professionals

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 the opportunity to enter into a Financial Advisor/Agent Agreement with FirstCommand.

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