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Senior Financial Advisor

First Command Columbus, OH

Columbus, OH

Today

Contract Senior Asset & Wealth Management Client Relations

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Job Description

First Command has an onsite, independent contractor role for a Senior Financial Advisor in Columbus, OH, supporting military families with end-to-end financial planning and long-term client relationships.

Responsibilities

Assess and adapt each client’s evolving financial goals across wealth accumulation, preservation, and legacy stages.
Conduct regular client meetings to review circumstances, monitor progress, and update plans due to life events, economic shifts, and regulatory changes.
Create and implement comprehensive financial plans that combine investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finance support, and estate considerations.
Maintain a high-touch service model focused on clarity, confidence, and responsiveness to clients over time.
Strengthen trust by delivering consistent value and guidance that helps clients make informed decisions.
Build relationships with local and military community advocates and centers of influence to drive referrals and related opportunities.
Work toward performance goals through tailored financial strategies, revenue generation, and ongoing relationship development.
Grow your practice by expanding referral networks, especially within the military community, while deepening existing client engagement.

Requirements

Minimum 5 years of experience in financial services, with a proven record of building and retaining client relationships.
Competence in portfolio and wealth management, including the ability to integrate financial products into long-term planning.
Strong interpersonal and relationship-building skills to connect with clients and develop trust through meaningful long-term engagement.
Motivation and discipline to run an independent business, with flexible hours and unlimited income potential based on commissions and performance-based incentives.
Military experience or affiliation is strongly preferred.

Location: Columbus, OH (onsite)

Job type: Contract

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