Financial Advisor

First Command partners with veterans, transitioning service members, and military spouses to help you build a successful career as a Financial Advisor. You’ll receive training, sponsorship, and licensing support, along with structured development designed to prepare you to grow into an independent contractor practice. The role is based in Tucson, AZ (onsite).

What you’ll do

As a personal coach to military families, you will help clients pursue short-term and long-term financial goals through one-on-one guidance and an evolving financial plan. You will support day-to-day money management while helping families build lifetime assets and protect against the unexpected.

• Coaching military families on how to manage day-to-day finances, build lifetime assets, and plan for protection
• Working with clients to develop a comprehensive financial plan that includes Savings/banking
• Coaching on Investments/wealth management as part of a broader strategy
• Coaching on Insurance/risk management to help address uncertainty
• Engaging with the local military community to bring new clients, supported by your district team and the Home Office
• Partnering with local military organizations, military units, and other supporting institutions to connect with the community

Training, licensing, and career path

First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using tools and resources to guide you through the process. The program includes structured training and test preparation to help you obtain the necessary securities and Life & Health licenses, and no prior licensing is required.

• After completing licensing, transition into a paid training role while partnering with a local district office
• Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor, with income based on the value you deliver and results you achieve
• Set your own schedule to help manage work-life balance
• Mobile career opportunities throughout the United States allow your career to move with you

Compensation and professional development

• Hourly wage for 3 months, then transition into a salaried position with progressive incentives during the remainder of the nine-month paid training period
• No cap on earning potential: compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation
• Professional development including progressive leadership programs through classroom training and annual workshops to prepare you for future leadership opportunities

Requirements

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