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First Command

Senior Financial Advisor

First Command
Leesburg, VA Contract Posted 3h ago
Senior Advisor Client Relations Client Service Financial Advisor Financial Planning Financial Services Military Family Financial Planning Military Financial Advisor Trusted Advisor
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Job Description

Join a client-first advisory team that supports personalized, comprehensive financial guidance for existing clients, with a strong focus on military families. This independent contractor opportunity in Leesburg, VA (onsite) pairs advanced planning with a high-touch service model, giving you room to build lasting relationships and grow through referrals.

What you’ll do

  • Act as a Trusted Advisor by identifying and adapting to each client’s evolving goals across wealth accumulation, preservation, and legacy; meet regularly to review progress and adjust plans based on life events, economic shifts, and regulatory changes.
  • Deliver advanced, personalized planning that integrates investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations tailored to military families.
  • Provide a high-touch client experience focused on clarity, confidence, and responsiveness, building trust through consistent value and guidance that helps clients make informed decisions.
  • Engage the military community by building relationships with advocates and centers of influence in the local and military community to generate referrals and other opportunities.
  • Drive results and grow your business by meeting performance goals through personalized financial strategies, revenue generation, and long-term client relationships, with practice expansion supported by strong referral networks, especially within the military community.

What you bring

  • Minimum 5 years of experience in financial services, with a strong record of building and retaining client relationships.
  • Strong capability in portfolio and wealth management, with experience integrating financial products into a long-term planning strategy.
  • Exceptional interpersonal skills and relationship-building ability, with a focus on meaningful, long-term engagement.
  • Drive and discipline to run an independent business, including flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
  • Military experience or affiliation is strongly preferred.

Licensing & certifications

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

Job type: Contract
Location: Leesburg, VA (onsite)
Experience: 5+ years

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