Financial Advisor

First Command Financial Advisors work alongside military families, helping them refine evolving financial plans as priorities change over time. Based in San Diego, CA (onsite), the role blends coaching, community outreach, and direct partnership with local military organizations, with training and licensing support provided for career entry and growth.

Role overview

As a personal coach to military families, you will guide clients in planning for both short-term and long-term goals. The work includes supporting day-to-day financial decisions, helping families build lifetime assets, and addressing uncertainty through insurance and risk management.

Key responsibilities

• Serve as a dedicated coach to military families, developing financial plans designed to evolve toward short-term and long-term goals.
• Advise military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
• Participate in community engagement activities to bring new clients to First Command, supported by your local district team and Home Office.
• Build connections within the military community by partnering with local military organizations, military units, and other supporting institutions.
• Coach clients on creating a comprehensive financial plan that includes Savings and banking.
• Coach clients on creating a comprehensive financial plan that includes Investments and wealth management.
• Coach clients on creating a comprehensive financial plan that includes Insurance and risk management.

Requirements

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

Training and licensing support

First Command provides a comprehensive training and licensing program for veterans, transitioning service members, and military spouses to start and grow a successful Financial Advisor career.

Becoming an advisor at First Command

• Completing the paid trainee program can lead to becoming an independent contractor Financial Advisor with the option to run your own practice.
• Compensation: earning potential is not capped, with pay based on competitive commissions, residual income, bonuses, and deferred compensation.
• Professional development: includes progressive leadership programs with classroom training and annual workshops for future leadership opportunities.
• Independence: set your own schedule to help manage work-life balance.
• Flexibility: mobile career opportunities throughout the United States.