Senior Financial Advisor – Experienced Professionals

First-Command-Financial-Services; Mountain Home (ID); On-site; USD 75,000 - 110,000; Full time

Job summary

First Command is seeking an experienced Financial Advisor to serve existing military clients with high-touch planning and independent business ownership. As an independent contractor, you will deliver comprehensive financial guidance across wealth accumulation, retirement, tax strategies, and estate considerations, while building long-term relationships and growing your practice through referrals.

Applicants should have 5+ years in financial services and hold Series 7/66 and Life & Health

Qualifications

• Minimum 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.

Responsibilities

• Serve as a Trusted Advisor, identify and adapt to client goals across wealth stages, meet regularly to assess progress and adjust plans.
• Deliver Advanced, Personalized Planning, integrating investment, retirement, tax, insurance, and estate planning.
• Provide a High-Touch Client Experience, foster long-term relationships with clear communication and value delivery.
• Engage the Military Community, build relationships within the military community to generate referrals and opportunities.

Skills

Relationship-building

Wealth management

Interpersonal skills

Independent business ownership

Military community engagement

Education

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

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

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.