Senior Financial Advisor – Experienced Professionals

First Command

Tyrone (Blair County)

On-site

USD 90,000 - 230,000

Full time

8 days ago
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Job summary

First Command is seeking an experienced Financial Advisor in Tyrone, PA, to guide military families toward financial security. You will act as a trusted advisor, delivering comprehensive planning and investment guidance tailored to evolving life stages and military-specific needs.

You will build long-term client relationships and grow your practice through referrals within the local and military communities, leveraging an independent business model with flexible hours and commission-based

Qualifications

  • Minimum 5 years of experience in financial services with strong client relationships.
  • Proven ability in portfolio and wealth management and long-term planning.
  • Exceptional interpersonal skills and ability to engage clients meaningfully.
  • Entrepreneurial drive to run an independent business with flexible hours and commissions.
  • Military experience or affiliation strongly preferred.

Responsibilities

  • Serve as a Trusted Advisor to clients across wealth stages and goals.
  • Develop and implement personalized financial plans incorporating investments, retirement and estate considerations.
  • Provide a high-touch client experience with clarity, confidence, and responsiveness.
  • Engage the military community to generate referrals and opportunities.

Skills

Client relationship building
Financial planning
Wealth management
Communication

Education

Series 7 & 66 licensing
Life & Health license

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.
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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