Financial Advisor

First Command supports military families with face-to-face coaching to build financial plans that evolve to meet short-term and long-term goals. For candidates, the role includes a structured licensing and training pathway, professional development opportunities, and the chance to progress from paid trainee status to independent contractor opportunities.

Responsibilities

• Serve as a personal coach to military families, focused on a financial plan that stays current as goals change over time.
• Help clients manage day-to-day finances, build lifetime assets, and protect against the unexpected.
• Participate in community engagement efforts to bring new clients to First Command, with support from the local district team and Home Office.
• Engage directly with the military community through partnerships with local military organizations, military units, and other supporting institutions.
• Coach military families on developing a comprehensive financial plan, including:
  • Savings/banking
  • Investments/wealth management
  • Insurance/risk management

Training and licensing support

First Command offers a specialized licensing and comprehensive training program designed for veterans, transitioning service members, and military spouses. The company sponsors your pursuit of full registration and licensing, providing tools and resources to guide you through the process, including preparation and testing for:

• SIE
• S6
• S63
• S65
• State Life & Health licenses

After successful completion of the licensing phase, First Command may offer the opportunity to join a paid training program with a local district office.

Compensation and career progression

• Hourly wage for 3 months, initially expected to be minimum wage in the state where you are employed.
• Transition to a salaried position with progressive incentives during the remainder of the nine-month paid training period.
• After the paid trainee program, First Command may offer the opportunity to become an independent contractor Financial Advisor with First Command.
• No cap on earning potential: compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.

Requirements

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

Professional development and flexibility

• Professional development including progressive leadership programs through classroom training and annual workshops.
• Opportunity to set your own schedule to manage work-life balance.
• Portable career opportunities throughout the United States that allow your career to move with you.