Overview

Since 1958, First Command Financial Services has guided military families toward financial security through face-to-face coaching. Our approach blends time-tested financial principles with a client-first philosophy to inspire clients to take the first steps on the path to financial security. 3 out of 4 of our Financial Advisors are veterans or military spouses. With more than 165 offices nationwide, many are located near military installations. This opportunity is based in Blue Bell, Pennsylvania. First Command is committed to helping military families get their financial lives squared away.

What Our Financial Advisors Do

They serve as personal coaches to our Nation’s military families, focusing on a financial plan that evolves to meet short-term and long-term goals. They help with day-to-day finances, build lifetime assets, and protect against the unexpected. They actively engage with the community to bring in new clients to First Command, with support from the local district team and Home Office. They work directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach families on a comprehensive financial plan that includes:

Savings/banking
Investments/wealth management
Insurance/risk management

What We Offer

A specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
We sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

What to Expect After Training

At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.

Professional Development and Benefits

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

Desired Qualifications

Military experience or affiliation
Bachelor’s degree
Proven leadership skills

Learn More

First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.

Financial Advisor

Job Description