Financial Advisor
Job Description
Overview
Since 1958, First Command Financial Advisors have guided military families toward financial security through face-to-face coaching grounded in time-tested principles and a client‑first philosophy. We motivate clients to take the first or next step along the path to financial security, shaping positive financial behaviors along the way. 3 out of 4 of our Financial Advisors are veterans or military spouses. With 165 plus offices nationwide, many located near military installations, First Command is committed to helping military families get their financial lives squared away. If you are exploring a financial advisor career or how to become a Financial Advisor at First Command, this opportunity is suited for leaders with an entrepreneurial mindset and a desire for professional growth. Your experience matters.
What our Financial Advisors do
- They serve as the personal coach to our Nation’s military families, focusing on a financial plan that evolves to meet short-term and long-term goals.
- They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected.
- They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
- They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
- They coach military families on a comprehensive financial plan that includes savings and banking, investments and wealth management, and insurance and risk management.
What we offer
We provide 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 and 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.
Compensation during training
As you begin this career, your salary during the initial 3 months consists of an hourly wage at the state minimum wage. After three months, you may transition to a salaried position that offers progressive incentives for the remainder of the nine-month paid training period.
What to expect after training
At the conclusion of the paid trainee program, you may be offered the opportunity to become an independent contractor Financial Advisor with First Command, which allows you to control your career trajectory and be compensated based on your work and results as an independent contractor. There is no cap on earning potential, with compensation 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 career flexibility
- We offer professional development, including progressive leadership programs through classroom training and annual workshops to prepare you for future leadership opportunities.
- Set your own schedule to maintain work-life balance.
- Portable career opportunities across the United States that allow your career to move with you.
Qualifications
- Military experience or affiliation
- Bachelor’s degree
- Proven leadership skills
Learn more about First Command
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.
Pay
$75,000.00 - $150,000.00 per year
Education
Bachelor's (Preferred)
Experience
Military: 5 years (Preferred)
Work Location
In person
Location
Albuquerque, NM