Senior Financial Advisor – Experienced Professionals

First Command; United States; Presencial; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

First Command is seeking a seasoned Financial Advisor to join as an independent contractor, working with existing clients, deepening long-term relationships, and growing the business through a high-touch, consultative approach.

You’ll deliver advanced planning across investments, retirement income, tax strategies, and estate considerations for military families, while building referrals within the local and military community.

Qualificações

• Minimum 5 years of experience in financial services.
• Proven ability to build and retain client relationships.
• Experience integrating investments into long-term planning.
• Military experience or affiliation strongly preferred.

Responsabilidades

• Serve as a trusted advisor to align clients' goals with wealth strategies.
• Develop personalized planning integrating investments, retirement, tax, insurance, and estate considerations.
• Provide a high-touch client experience with clear, confident guidance.
• Engage the military community to generate referrals and opportunities.

Conhecimentos

Relationship building

Portfolio management

Wealth management

Client service

Entrepreneurial mindset

Descrição da oferta de emprego

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.