Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.; Woodbridge (VA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible hours

Unlimited income potential

Independent business ownership

Job summary

First Command Financial Services, Inc. is seeking seasoned financial advisors to guide military families toward financial security.

This independent contractor role focuses on serving existing clients with a high-touch, consultative approach and opportunity to grow through referrals within the military community. Ideal candidates have 5+ years in financial services, a strong record in wealth management, and the licensing required to act as a trusted advisor.

Qualifications

• Minimum 5 years in financial services with a proven client-relations track record.
• Strong portfolio and wealth management experience.
• Exceptional interpersonal skills and long-term engagement ability.
• Ability to run an independent business with flexible hours and commissions.
• Military experience or affiliation preferred.

Responsibilities

• Serve as a trusted advisor across client wealth stages (accumulation, preservation, legacy).
• Deliver advanced, personalized financial planning integrating investments, retirement, tax, insurance, estate planning.
• Provide a high-touch client experience emphasizing clarity, confidence, and responsiveness.
• Engage the military community to develop referrals and opportunities.
• Grow the practice by leveraging referrals and long-term client engagement.

Skills

Client relationships

Portfolio management

Interpersonal skills

Independent business

Military networking

Education

Series 7 & 66 license

Life & Health license

Job description

Overview

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

• 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.