Senior Financial Advisor – Experienced Professionals

First-Command-Financial-Services; Stafford (VA); On-site; USD 90,000 - 140,000; Full time

Job summary

First Command is seeking an experienced Senior Financial Advisor to serve existing military families, delivering comprehensive financial planning and personalized guidance. This role emphasizes long-term relationships and a high-touch, consultative approach in Stafford, VA.

You will leverage wealth-management expertise to craft strategies across accumulation, preservation, and legacy, while expanding the client base through referrals and a commitment to client success.

Qualifications

• Minimum 5 years of experience in financial services with a proven client-relations track record.
• Licensing: Series 7 & 66 (or 6/63/65) and Life & Health license required.
• Military experience or affiliation strongly preferred.

Responsibilities

• Serve as a Trusted Advisor to clients across wealth stages—accumulation, preservation, and legacy.
• Develop advanced, personalized financial plans integrating investments, retirement, taxes, and estate considerations.
• Deliver a high-touch client experience built on clarity, confidence, and responsiveness.
• Engage the military community to generate referrals and new opportunities.
• Grow the practice through referrals and long-term client engagement.

Skills

Relationship management

Wealth management

Client acquisition

Independent practice

Education

Series 7 & 66 or 6/63/65

Life & Health license

Job description

Senior Financial Advisor – Experienced Professionals

Job Location

Stafford, VA

Position Type

Full-Time/Regular

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

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.

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.