Senior Financial Advisor - Grow a High-Touch Practice

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

Job summary

First Command Financial Services, Inc. seeks seasoned financial advisors to join as independent contractors, working with existing clients and expanding through referrals within the military community.

You will deliver comprehensive financial guidance across accumulation, retirement, taxes, insurance, and estate considerations, tailoring plans for military families and building long-term relationships. This role offers flexible hours and income potential based on commissions and performance.

Qualifications

• Minimum 5 years of experience in financial services with a proven track record of building and retaining client relationships.
• Ability to integrate financial products into a long-term planning strategy.
• Strong interpersonal and relationship-building skills for long-term client engagement.

Responsibilities

• Provide comprehensive financial guidance across wealth accumulation, preservation, and legacy for clients.
• Develop and implement sophisticated plans covering investments, retirement income, taxes, insurance, and estate considerations.
• Foster high-touch client experience and build trust through clear, confident guidance.

Skills

Client relationships

Wealth management

Portfolio management

Sales & business development

Regulatory compliance

Education

Series 7 & 66

Life & Health license

CFP/ChFC/RICP preferred

Job description

First Command Financial Services, Inc. seeks seasoned financial advisors to join as independent contractors, working with existing clients and expanding through referrals within the military community.

You will deliver comprehensive financial guidance across accumulation, retirement, taxes, insurance, and estate considerations, tailoring plans for military families and building long-term relationships. This role offers flexible hours and income potential based on commissions and performance.