Military Family Financial Planning

Military Family Financial Planning Finance Jobs

2 jobs found

Today

Senior Financial Advisor

First Command Tyrone, GA

Tyrone, GA

Today

Contract Senior Financial Advisor Financial Planning

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Job Description

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.

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Today

Financial Advisor

First Command Carlisle, PA

Carlisle, PA

Today

Full time Advisor Client Relations Client Service

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Job Description

First Command supports military families with face-to-face coaching to build financial plans that evolve to meet short-term and long-term goals. For candidates, the role includes a structured licensing and training pathway, professional development opportunities, and the chance to progress from paid trainee status to independent contractor opportunities.

Responsibilities

Serve as a personal coach to military families, focused on a financial plan that stays current as goals change over time.
Help clients manage day-to-day finances, build lifetime assets, and protect against the unexpected.
Participate in community engagement efforts to bring new clients to First Command, with support from the local district team and Home Office.
Engage directly with the military community through partnerships with local military organizations, military units, and other supporting institutions.
Coach military families on developing a comprehensive financial plan, including:
- Savings/banking
- Investments/wealth management
- Insurance/risk management

Training and licensing support

First Command offers a specialized licensing and comprehensive training program designed for veterans, transitioning service members, and military spouses. The company sponsors your pursuit of full registration and licensing, providing tools and resources to guide you through the process, including preparation and testing for:

SIE
S6
S63
S65
State Life & Health licenses

After successful completion of the licensing phase, First Command may offer the opportunity to join a paid training program with a local district office.

Compensation and career progression

Hourly wage for 3 months, initially expected to be minimum wage in the state where you are employed.
Transition to a salaried position with progressive incentives during the remainder of the nine-month paid training period.
After the paid trainee program, First Command may offer the opportunity to become an independent contractor Financial Advisor with First Command.
No cap on earning potential: compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.

Requirements

Military experience or affiliation
Bachelor's degree
Proven leadership skills

Professional development and flexibility

Professional development including progressive leadership programs through classroom training and annual workshops.
Opportunity to set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States that allow your career to move with you.

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Military Family Financial Planning Finance Jobs

Senior Financial Advisor

Financial Advisor

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