Financial Advisor

First Command Financial Services, Inc. • Houston, TX

7h

About The Position

First Command Financial Advisors coach military families as they pursue financial security, using one-on-one guidance, time-tested financial principles, and a client-first philosophy. Advisors help clients take steps toward financial security and develop plans that evolve with short- and long-term goals. The role includes supporting families with day-to-day finances, building lifetime assets, and protecting against unexpected events.

Advisors engage with the community to bring new clients to First Command, with support from local district teams and the Home Office. They connect with the military community by partnering with local military organizations, units, and supporting institutions. Financial coaching covers savings and banking, investments and wealth management, and insurance and risk management.

First Command provides a training and licensing program for veterans, transitioning service members, and military spouses. The company sponsors candidates through full registration and licensing and provides structured training and exam preparation for required securities and Life & Health licenses. No prior licensing is required. After licensing, candidates can enter a paid training role with a local district office. During the paid training period, compensation begins as an hourly wage for three months and transitions to a salaried position with progressive incentives for the remainder of the nine-month training period.

Successful completion of the trainee program can lead to becoming an independent contractor Financial Advisor, running an independent practice. Compensation is based on competitive commissions, residual income, bonuses, and deferred compensation, with no cap on earning potential. First Command also offers professional development, leadership programs, classroom training, and annual workshops. Advisors set their own schedules, and mobile career opportunities are available throughout the United States.

Requirements

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

Responsibilities

• Coach military families on financial plans that evolve to pursue short- and long-term financial goals.
• Guide military families in managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
• 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 other supporting institutions to connect with the military community.
• Coach military families on comprehensive plans that include savings and banking, investments and wealth management, and insurance and risk management.

Benefits

• First Command sponsors candidates’ pursuit of full registration and licensing and provides tools and resources to guide the process.
• Structured training and test preparation for securities and Life & Health licenses; prior licensing is not required.
• Paid training role after licensing, with hourly compensation for three months followed by a salaried position with progressive incentives for the remainder of the nine-month training period.
• Compensation as an independent contractor includes competitive commissions, residual income, bonuses, and deferred compensation, with no cap on earning potential.
• Professional development, including progressive leadership programs, classroom training, and annual workshops.
• Ability to set an individual schedule to manage work-life balance.
• Mobile career opportunities throughout the United States.

What This Job Offers

• Job Type: Full-time