Veteran-Focused Financial Coach & Licensing Path

First Command Financial Services, Inc.; Goldsboro (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Licensing support

Training program

Job summary

First Command Financial Services, Inc. seeks a Financial Advisor to coach military families on personalized financial plans. You will guide day‑to‑day finances, savings, investments, and insurance while building trusted relationships through local partnerships.

The role emphasizes leadership and service, with a comprehensive training and licensing program designed for veterans and military spouses, leading to independent contractor opportunities after licensing.

Qualifications

• Military experience or affiliation.
• Bachelor's degree required.
• Proven leadership skills.

Responsibilities

• Act as the personal coach for military families, focusing on evolving financial plans to achieve goals.
• Provide guidance on day‑to‑day finances, assets, and risk protection.
• Engage with the community to identify new clients with district teams and the Home Office.
• Partner with local military organizations to connect with the military community.
• Coach families on financial planning including savings, investments, and insurance.

Skills

Military experience

Bachelor's degree

Proven leadership

Education

Bachelor's degree

Job description

First Command Financial Services, Inc. seeks a Financial Advisor to coach military families on personalized financial plans. You will guide day‑to‑day finances, savings, investments, and insurance while building trusted relationships through local partnerships.

The role emphasizes leadership and service, with a comprehensive training and licensing program designed for veterans and military spouses, leading to independent contractor opportunities after licensing.