Finance Jobs in Tyrone, GA

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Senior Financial Advisor - Experienced Professionals

First Command Tyrone, GA

Tyrone, GA

Today

Contract Senior Advisor Client Advisory

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Job Description

Build trusted, high-touch relationships as an independent contractor helping military families pursue long-term financial clarity. This onsite role in Tyrone, GA combines personalized planning with a client service model designed to strengthen confidence, support informed decisions, and help you grow through referrals and sustained engagement. Performance goals are supported through a focus on revenue generation and long-term client relationships.

What you’ll do

Identify and adapt to each client’s evolving financial goals across wealth accumulation, preservation, and legacy.
Meet regularly with clients to review current circumstances, monitor progress, and adjust plans based on life events, economic conditions, and regulatory changes.
Create and implement advanced, personalized financial strategies tailored to the unique needs of military families, including investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations.
Maintain long-term relationships through a service approach that prioritizes clarity, confidence, and responsiveness.
Build trust by delivering consistent value and guidance that supports well-informed client decisions.
Develop relationships with advocates and centers of influence in the local and military community to generate referrals and related opportunities.
Work toward performance goals by delivering individualized strategies, generating revenue, and deepening long-term client engagement.
Expand your practice through referral networks, with an emphasis on the military community, while also identifying new opportunities and strengthening existing relationships.

What you bring

At least 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 a long-term planning strategy.
Strong interpersonal and relationship-building skills, with the ability to connect with clients and earn trust through meaningful, long-term engagement.
Drive and discipline to run an independent business, with flexible hours and income potential tied to commissions and performance-based incentives.
Military experience or affiliation is strongly preferred.

Licensing & certifications

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

Role type: Contract. Location: Tyrone, GA (onsite).

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