Senior Financial Advisor – Experienced Professionals

First Command; Mountain Home (ID); On-site; USD 60,000 - 120,000; Part time

Benefits offered by this job

Flexible hours

Uncapped earnings

Independent business opportunity

Job summary

First Command is seeking an experienced financial advisor to join as an independent contractor. You will guide military families with comprehensive planning, working with existing clients and expanding your practice through high-touch service and a consultative approach.

You will craft personalized strategies spanning investments, retirement, tax planning, and estate considerations, while building long-term client relationships and delivering value.

Qualifications

• 5+ years of experience in financial services with a track record of building and retaining client relationships.
• Strong portfolio/wealth management capabilities integrated into long-term planning.
• Excellent interpersonal skills enabling trust and long-term engagement.
• Entrepreneurial drive to run an independent business with flexible hours and commissions-based income.
• Military experience or affiliation is strongly preferred.

Responsibilities

• Serve as a Trusted Advisor to clients across wealth stages; meet regularly to assess goals and adjust plans.
• Deliver advanced, personalized planning integrating investments, retirement, tax, insurance, and estate planning.
• Provide a high-touch client experience emphasizing clarity, confidence, and responsiveness.
• Engage with the military community and centers of influence to generate referrals and opportunities.
• Drive results by growing the practice through a strong referral network and client engagement.

Skills

Relationship building

Wealth management

Client communication

Business development

Independent work

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.