Senior Financial Advisor - High-Touch, Independent Practice

First-Command-Financial-Services; Shawnee (KS); On-site; USD 60,000 - 90,000; Full time

Job summary

First Command seeks a Senior Financial Advisor to guide seasoned clients with comprehensive financial planning. You will deliver wealth management strategies, retirement income planning, and estate considerations resulting from long-standing client relationships and trusted advisory services aimed at military families.

The role emphasizes a high-touch experience, independence to grow your own client base, and licensing requirements including Series 7/66 and Life & Health.

Qualifications

• Minimum of 5 years in financial services with a proven client-relations track record.
• Licenses required: Series 7 & 66 (or 6/63/65) and Life & Health license.
• Ability to build and retain long-term client relationships and manage comprehensive plans.

Responsibilities

• Serve as a Trusted Advisor across wealth stages—accumulation, preservation, and legacy.
• Develop and implement sophisticated financial plans integrating investments, retirement, taxes, insurance, and estate considerations.
• Foster long-term client relationships with a high-touch service model.
• Engage the military community to generate referrals and opportunities.

Skills

Client relationships

Wealth management

Communication

Independent business ownership

Military community engagement

Education

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

Life & Health license

Job description

First Command seeks a Senior Financial Advisor to guide seasoned clients with comprehensive financial planning. You will deliver wealth management strategies, retirement income planning, and estate considerations resulting from long-standing client relationships and trusted advisory services aimed at military families.

The role emphasizes a high-touch experience, independence to grow your own client base, and licensing requirements including Series 7/66 and Life & Health.