Senior Financial Advisor for Military Families

First Command Financial Services, Inc.; Savannah (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

First Command Financial Services, Inc. is seeking experienced financial advisors ready to make a significant impact serving military families. In this independent contractor role, you will build client relationships, create personalized financial plans, and engage with the military community to drive business growth.

The ideal candidate has at least 5 years of financial services experience and strong credentials including Series 7 & 66 licenses. This is an opportunity to run your own business with flexible hours and unlimited income potential.

Qualifications

• Minimum of 5 years experience in financial services.
• Strong record of building and retaining client relationships.
• Military experience or affiliation is strongly preferred.

Responsibilities

• Identify and adapt to clients’ evolving financial goals.
• Develop sophisticated financial plans tailored to military families.
• Build long-term relationships through a high-touch service model.
• Engage the military community for referrals and opportunities.
• Achieve performance goals through personalized financial strategies.

Skills

Client relationship management

Portfolio management

Wealth management

Interpersonal skills

Strategic financial planning

Education

Series 7 & 66 (or 6, 63, 65) licenses

Life & Health license

CFP®, ChFC®, or RICP® designations

Job description

First Command Financial Services, Inc. is seeking experienced financial advisors ready to make a significant impact serving military families. In this independent contractor role, you will build client relationships, create personalized financial plans, and engage with the military community to drive business growth.

The ideal candidate has at least 5 years of financial services experience and strong credentials including Series 7 & 66 licenses. This is an opportunity to run your own business with flexible hours and unlimited income potential.