Financial Advisor

First Command Financial Services, Inc. • Whitpain Township, PA

55d • Onsite

About The Position

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. 3 out of 4 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.

Requirements

• Must be willing to obtain SIE, S6, S63, S65 and state Life & Health licenses.
• Must be willing to participate in a paid training program with a local district office.
• Must be willing to transition to an independent contractor Financial Advisor role after training.
• Must have an entrepreneurial mindset and a desire for professional growth.

Nice To Haves

• Military experience or affiliation
• Bachelor’s degree
• Proven leadership skills

Responsibilities

• Act as a personal coach to military families, focusing on a financial plan that evolves to meet short-term and long-term financial goals.
• Help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected.
• Engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
• Engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• Coach military families on how to build a comprehensive financial plan that includes savings/banking, investments/wealth management, and insurance/risk management.

Benefits

• Specialized licensing and comprehensive training program
• Sponsorship for full registration and licensing
• Hourly wage for the first 3 months
• Salaried position with progressive incentives for the remainder of a nine-month paid training period
• Opportunity to become an independent contractor with no cap on earning potential
• Compensation based on competitive commissions, residual income, bonuses, and deferred compensation
• Professional development including progressive leadership programs, classroom training, and annual workshops
• Set your own schedule
• Portable career opportunities throughout the United States

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees