Senior Financial Advisor

First Command is seeking an independent contractor Senior Financial Advisor to provide high-touch, comprehensive financial guidance to military families. Based onsite in Tyrone, GA, this contract role centers on advanced planning, ongoing client reviews, and building durable relationships that support long-term financial security.

Role focus

In this position, you will help clients navigate wealth accumulation, preservation, and legacy planning through tailored strategies that reflect changing life circumstances. Regular client meetings and plan adjustments will be a key part of the work, with a clear emphasis on clarity, confidence, and responsiveness throughout the advisor-client relationship.

Responsibilities

• Identify and adapt to each client’s evolving financial goals across all stages of wealth accumulation, preservation, and legacy.
• Meet with clients on a recurring basis to review circumstances, monitor progress, and refine plans based on life events, economic shifts, and regulatory changes.
• Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations tailored to military families.
• Maintain long-term client relationships through a service model focused on clarity, confidence, and responsiveness.
• Build trust by consistently delivering value and guidance that helps clients make informed decisions.
• Establish relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
• Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships.
• Expand your practice through strong referral networks, especially within the military community, and by identifying new opportunities while deepening existing client engagement.

Requirements

• Minimum 5 years of experience in financial services, with a strong record of building and retaining client relationships.
• Proficiency in portfolio and wealth management, including the ability to integrate financial products into long-term planning.
• Exceptional interpersonal and relationship-building skills to connect with clients and build trust through meaningful, long-term engagement.
• Drive and discipline to run an independent business, with flexible hours and income tied to commissions and performance-based incentives.
• Military experience or affiliation is strongly preferred.
• Required licensing: Series 7 & 66 (or 6, 63, 65) and Life & Health license.
• Preferred designations: CFP®, ChFC®, or RICP®.

Benefits

• Flexible hours
• Opportunity to earn unlimited income based on commissions and performance-based incentives

Licensing & certifications

• Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license
• Preferred: CFP®, ChFC®, or RICP® designations

This onsite contract opportunity in Tyrone, GA is designed for advisors who can combine advanced financial planning with consistent client engagement and effective referral-driven growth.