Senior Financial Advisor – Experienced Professionals

First Command

North Little Rock (AR)

Presencial

USD 90.000 - 160.000

Jornada completa

Hace 10 días

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Descripción de la vacante

First Command in the United States seeks seasoned financial advisors for an independent contractor role to serve military families with high-touch guidance and long-term client relationships.

You’ll leverage wealth-management expertise to grow your practice, earn commissions, and shape your schedule. Licensing includes Series 7/66 and Life & Health; CFP®, ChFC®, or RICP® designations are preferred. Military affiliation is strongly encouraged.

Formación

  • Minimum 5 years of experience in financial services with a proven client-relations track record.
  • Licensing requirements include Series 7 & 66 and Life & Health license; CFP/ChFC/RICP preferred.

Responsabilidades

  • Serve as a Trusted Advisor to military families across wealth stages.
  • Develop comprehensive financial plans integrating investments, retirement, taxes, and estate considerations.
  • Build and maintain high-touch client experiences, with long-term relationship growth.
  • Grow practice through referrals within the military community and advocates.

Conocimientos

Client relationship management
Wealth management
Interpersonal skills
Independent business mindset
Military community engagement

Educación

Series 7 & 66 (or 6/63/65) and Life & Health license
CFP®, ChFC®, or RICP® designations

Herramientas

CFP®, ChFC®, RICP® designations

Descripción del empleo

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.
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.

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