Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Mountain Home (ID); On-site; USD 120,000 - 200,000; Full time

Job summary

First Command Financial Services, Inc. is seeking an experienced Financial Advisor to join as an independent contractor, working with existing client base of military families.

You will provide comprehensive guidance beyond investments, shaping long-term plans across accumulation, preservation, and legacy. This role emphasizes a high-touch, consultative approach, opportunities to grow your practice through referrals, flexible hours, and the potential for unlimited income based on commissions and

Qualifications

• Minimum of 5 years' experience in financial services with a proven client-relationships track record.
• Ability to integrate financial products into long-term planning for clients.
• Superior interpersonal skills to build trust and retain clients.

Responsibilities

• Serve as Trusted Advisor to guide clients through wealth accumulation, preservation, and legacy planning.
• Develop and implement comprehensive financial plans including investments, retirement, taxes, and insurance.
• Foster high-touch client experience and grow business through referrals within the military community.
• Manage relationships and meet clients regularly to assess progress and adjust plans.

Skills

Relationship-building

Financial planning

Independent business owner

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.