Financial Advisor

First Command Financial Services, Inc. • Fort Worth, TX

5d

About The Position

First Command Financial Advisors coach military families in pursuing financial security through one-on-one guidance, time-tested financial principles, and a client-first philosophy. Advisors help families take steps toward financial security and develop financial plans that evolve with their short- and long-term goals.

The position begins with a comprehensive training and licensing program for veterans, transitioning service members, and military spouses. First Command sponsors candidates’ pursuit of full registration and licensing, provides structured training and test preparation for securities and Life & Health licenses, and offers a paid training role after licensing. Compensation during the nine-month paid training period starts with an hourly wage for three months and then transitions to a salaried position with progressive incentives.

Successful completion of the trainee program can lead to becoming an independent contractor Financial Advisor. Advisors run their own practices and earn income based on the value they deliver and results they achieve, with compensation through commissions, residual income, bonuses, and deferred compensation. The role offers the ability to set one’s own schedule and pursue mobile career opportunities throughout the United States.

Requirements

• Military experience or affiliation.
• Bachelor’s degree.
• Proven leadership skills.
• Obtain the necessary securities and Life & Health licenses as part of the training and licensing program; no prior licensing is required.

Responsibilities

• Coach military families on financial plans that evolve to pursue short-term and long-term financial goals.
• Guide military families in managing day-to-day finances, building lifetime assets, and protecting against unexpected events.
• Engage with the community to bring new clients to First Command, with support from the local district team and Home Office.
• Partner with local military organizations, military units, and supporting institutions to connect with the military community.
• Coach military families on comprehensive financial plans covering savings and banking, investments and wealth management, and insurance and risk management.
• Run an independent financial advisory practice after successfully completing the paid trainee program.

Benefits

• Structured licensing training and test preparation.
• Paid training role after licensing, including an hourly wage for three months followed by a salaried position with progressive incentives during the remainder of the nine-month paid training period.
• Professional development, including progressive leadership programs, classroom training, and annual workshops.
• Ability to set one’s own schedule.
• Mobile career opportunities throughout the United States.
• Compensation may include competitive commissions, residual income, bonuses, and deferred compensation after transitioning to independent contractor status.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level