Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc. • Charlotte, NC

14h

About The Position

First Command has been guiding military families toward financial security since 1958. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. As an experienced Financial Advisor at First Command, you’ll go beyond the basics—providing comprehensive financial guidance that evolves with our clients' lives.

Requirements

• A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.
• Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy.
• Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement.
• The drive and discipline to run your own independent business—offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
• Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license

Nice To Haves

• Military experience or affiliation is strongly preferred.
• Preferred: CFP®, ChFC®, or RICP® designations

Responsibilities

• Serve as a Trusted Advisor by identifying and adapting to each client’s evolving financial goals across all stages of wealth—accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
• Deliver Advanced, Personalized Planning by developing and implementing sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
• Provide a High-Touch Client Experience by fostering long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
• Engage the Military Community by building relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
• Drive Results and Grow Your Business by achieving performance goals through personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks—especially within the military community—while identifying new opportunities and deepening existing client engagement.

Benefits

• Opportunity to work with existing clients
• Deepen long-term client relationships
• Grow your business through a high-touch, consultative approach
• Flexible hours
• Opportunity to earn unlimited income based on commissions and performance-based incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees