Senior Financial Advisor - Experienced Professionals

First Command is seeking an experienced Financial Advisor to support military families with trusted, relationship-driven financial guidance. This onsite contract role in Tucson, AZ focuses on delivering advanced personalized planning while helping you build and grow an independent practice through a high-touch client experience.

In this position, you will translate evolving client goals into long-term strategies across accumulation, preservation, and legacy planning, working closely with families through key life events and changing market or regulatory conditions.

What you’ll do

• Identify and adapt to each client’s evolving financial goals across all stages of wealth-accumulation, preservation, and legacy.
• Meet regularly with clients to assess circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
• Develop and implement sophisticated financial plans for military families, integrating investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations.
• Build and maintain long-term relationships through a service model centered on clarity, confidence, and responsiveness.
• Strengthen trust by delivering value and guidance that helps clients make informed decisions.
• Build 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 referral networks, with an emphasis on the military community, while deepening existing client engagement.

Requirements

• Minimum 5 years of experience in financial services, with a strong record of building and retaining client relationships.
• Strong skills in portfolio and wealth management, including the ability to integrate financial products into a long-term planning strategy.
• Exceptional interpersonal and relationship-building abilities to connect with clients and build trust through meaningful, long-term engagement.
• Drive and discipline to operate an independent business, with flexible hours and an opportunity to earn unlimited income based on commissions and performance-based incentives.
• Military experience or affiliation is strongly preferred.
• Required licenses: Series 7 & 66 (or 6, 63, 65) and Life & Health.

Benefits

• Flexible hours
• Unlimited income potential 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