Financial Advisor

First Command Financial Services, Inc. • New London, CT

13d

About The Position

First Command Financial Advisors coach military families in pursuing financial security through one-on-one guidance based on time-tested financial principles and a client-first philosophy. Advisors help families pursue short- and long-term financial goals, manage day-to-day finances, build lifetime assets, and protect against unexpected events. They engage with the community and partner with military organizations, units, and supporting institutions to connect with prospective clients.

The role includes coaching families on comprehensive financial plans covering savings and banking, investments and wealth management, and insurance and risk management. First Command provides training, licensing sponsorship, structured test preparation, and a paid training program. After successful completion of the trainee program, the advisor may become an independent contractor and run their own practice. The position offers schedule independence, mobile career opportunities throughout the United States, and professional development and leadership programs.

Requirements

• Proven leadership skills.

Nice To Haves

• Military experience or affiliation.
• Bachelor’s degree.

Responsibilities

• Coach military families in pursuing financial security and short- and long-term financial goals.
• Guide 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 families on comprehensive financial plans covering savings and banking, investments and wealth management, and insurance and risk management.
• Pursue required securities and Life & Health licenses with First Command's training, sponsorship, and resources.
• After completing the trainee program, run an independent practice and serve clients as a Financial Advisor.

Benefits

• First Command sponsorship and resources for pursuing full registration and licensing.
• Structured training and test preparation for securities and Life & Health licenses; prior licensing is not required.
• Paid training role after licensing, including hourly wages for three months followed by a salaried position with progressive incentives during the remainder of the nine-month paid training period.
• Compensation as an independent contractor based on 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 one’s own schedule to manage work-life balance.
• Mobile career opportunities throughout the United States.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed