Senior Financial Advisor – Experienced Professionals

First Command; New York (NY); On-site; USD 80,000 - 180,000; Full time

Benefits offered by this job

Flexible hours

Uncapped income potential

Job summary

First Command in New York seeks an experienced Financial Advisor to guide military families toward long‑term financial security through comprehensive, tailored planning. You will serve as a trusted advisor across wealth goals, review progress, and update plans as life events occur.

As an independent contractor, you’ll build lasting client relationships, expand your practice through referrals, and grow a dynamic book of business with commissions and performance incentives.

Qualifications

• Minimum 5 years in financial services with a strong client base.
• Ability to integrate financial products into long‑term planning.
• Excellent interpersonal skills and client relationship management.

Responsibilities

• Serve as a Trusted Advisor, align goals across accumulation, preservation, and legacy.
• Develop and implement personalized financial plans for clients.
• Provide a high‑touch client experience and responsive service.
• Engage the military community to generate referrals and opportunities.

Skills

Relationship building

Wealth management

Financial planning

Business development

Military affiliation

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.