Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.•Colonial Heights, VA

About The Position

First Command is seeking experienced financial advisors to work with existing clients and deepen long-term relationships through a high-touch, consultative approach. The role focuses on providing comprehensive financial guidance to military families across wealth accumulation, preservation, and legacy planning. Advisors develop and implement personalized plans integrating investments, retirement income, tax strategies, insurance, everyday finances, and estate considerations. As an independent contractor, the advisor runs an independent business, serves clients, develops referral relationships, and grows their practice.

Requirements

At least 5 years of experience in financial services, with a strong record of building and retaining client relationships.
Skill in portfolio and wealth management, including integrating financial products into long-term planning strategies.
Exceptional interpersonal and relationship-building skills.
Drive and discipline to run an independent business.

Nice To Haves

Military experience or affiliation is strongly preferred.

Responsibilities

Identify and adapt to clients’ evolving financial goals across wealth accumulation, preservation, and legacy stages.
Meet regularly with clients to assess circumstances, track progress, and adjust plans in response to life events, economic shifts, and regulatory changes.
Develop and implement personalized financial plans incorporating investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations.
Provide a clear, responsive, high-touch client experience that builds trust and empowers clients to make informed decisions.
Build relationships with advocates and centers of influence in local and military communities to generate referrals and other opportunities.
Achieve performance goals by delivering personalized financial strategies and generating revenue.
Grow the practice through referral networks, particularly within the military community, while identifying opportunities and deepening client engagement.