Veteran-Friendly Financial Advisor: Flexible & Independent

First Command; Charlotte (NC); In loco; USD 42.000 - 70.000; Tempo pieno

Descrizione del lavoro

First Command in Charlotte, NC is seeking a Financial Advisor to coach military families toward solid financial plans. You will develop short- and long-term strategies, guide day-to-day finances, and help families build lifetime assets through savings, investments, and insurance.

The role includes comprehensive training, licensing support, and a path from paid trainee to independent contractor. You’ll work with a local district team and the Home Office to grow your client base while maintaining

Competenze

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

Mansioni

• As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
• You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
• You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
• You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• You will coach military families on how to build a comprehensive financial plan that includes: Savings/banking; Investments/wealth management; Insurance/risk management.

Conoscenze

Leadership

Military experience

Formazione

Bachelor's degree

Descrizione del lavoro

First Command in Charlotte, NC is seeking a Financial Advisor to coach military families toward solid financial plans. You will develop short- and long-term strategies, guide day-to-day finances, and help families build lifetime assets through savings, investments, and insurance.

The role includes comprehensive training, licensing support, and a path from paid trainee to independent contractor. You’ll work with a local district team and the Home Office to grow your client base while maintaining