Military Financial Advisory

Military Financial Advisory Finance Jobs

2 jobs found

Today

Financial Advisor

First Command San Diego, CA

San Diego, CA

Today

Full time Budget Management Financial Advisor Financial Planning

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Job Description

First Command Financial Advisors work alongside military families, helping them refine evolving financial plans as priorities change over time. Based in San Diego, CA (onsite), the role blends coaching, community outreach, and direct partnership with local military organizations, with training and licensing support provided for career entry and growth.

Role overview

As a personal coach to military families, you will guide clients in planning for both short-term and long-term goals. The work includes supporting day-to-day financial decisions, helping families build lifetime assets, and addressing uncertainty through insurance and risk management.

Key responsibilities

Serve as a dedicated coach to military families, developing financial plans designed to evolve toward short-term and long-term goals.
Advise military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
Participate in community engagement activities to bring new clients to First Command, supported by your local district team and Home Office.
Build connections within the military community by partnering with local military organizations, military units, and other supporting institutions.
Coach clients on creating a comprehensive financial plan that includes Savings and banking.
Coach clients on creating a comprehensive financial plan that includes Investments and wealth management.
Coach clients on creating a comprehensive financial plan that includes Insurance and risk management.

Requirements

Military experience or affiliation
Bachelor's degree
Proven leadership skills

Training and licensing support

First Command provides a comprehensive training and licensing program for veterans, transitioning service members, and military spouses to start and grow a successful Financial Advisor career.

Becoming an advisor at First Command

Completing the paid trainee program can lead to becoming an independent contractor Financial Advisor with the option to run your own practice.
Compensation: earning potential is not capped, with pay based on competitive commissions, residual income, bonuses, and deferred compensation.
Professional development: includes progressive leadership programs with classroom training and annual workshops for future leadership opportunities.
Independence: set your own schedule to help manage work-life balance.
Flexibility: mobile career opportunities throughout the United States.

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Today

Senior Financial Advisor - Experienced Professionals

First Command Tucson, AZ

Tucson, AZ

Today

Contract Senior Advisor Client Relations

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Job Description

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

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Military Financial Advisory Finance Jobs

Financial Advisor

Senior Financial Advisor - Experienced Professionals

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