Senior Financial Advisor – Experienced Professionals

First Command Financial Services•Carlisle, PA

About The Position

First Command is seeking experienced financial advisors to serve existing clients and deepen long-term client relationships through a high-touch, consultative approach. The role provides comprehensive financial guidance that adapts to clients’ changing circumstances and goals across wealth accumulation, preservation, and legacy planning. Advisors develop personalized plans integrating investment management, retirement income, tax strategies, insurance, day-to-day finances, and estate considerations, with attention to the needs of military families. This is an independent contractor role offering flexible hours and the opportunity to earn income through commissions and performance-based incentives.

Requirements

At least 5 years of experience in financial services.
A strong record of building and retaining client relationships.
Skill in portfolio and wealth management, including integrating financial products into a long-term planning strategy.
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 each client’s evolving financial goals across wealth accumulation, preservation, and legacy stages.
Meet regularly with clients to assess their circumstances, track progress, and adjust plans in response to life events, economic shifts, and regulatory changes.
Develop and implement personalized financial plans integrating investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations.
Provide a high-touch client experience that emphasizes clarity, confidence, responsiveness, and guidance that empowers informed decisions.
Build long-term client relationships and consistently deliver value and guidance.
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, generating revenue, and building long-term client relationships.
Grow the practice through referral networks, especially in the military community, and by identifying opportunities and deepening existing client engagement.