Senior Financial Advisor – Experienced Professionals

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

Job summary

First Command Financial Services, Inc. is seeking an experienced Financial Advisor to guide military families toward lasting financial security.

The role emphasizes high-touch, consultative planning, and long-term client relationships within an independent contractor framework. Candidates should bring 5+ years in financial services, strong wealth-management skills, and a track record of building client trust.

Qualifications

• Minimum 5 years in financial services with a proven client relationship track record.
• Strong ability to integrate investments into long-term planning.
• Exceptional interpersonal skills and long-term client engagement.
• Willingness to run an independent practice with flexible hours and commission-based earnings.
• Military experience or affiliation is preferred.

Responsibilities

• Provide comprehensive financial guidance across wealth stages (accumulation, preservation, legacy).
• Develop and implement sophisticated financial plans (investments, retirement, taxes, insurance, estate).
• Foster high-touch service to build trust and long-term value for clients.
• Engage the military community to generate referrals and opportunities.
• Drive revenue growth and expand the client base.

Skills

Years of experience

Portfolio management

Relationship building

Independent business mindset

Military experience preferred

Education

Series 7 & 66 and Life & Health license

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.

Required Skills

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.