Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.•Arlington, VA

About The Position

First Command is hiring an experienced financial advisor as an independent contractor to work with existing First Command clients, deepen long-term relationships, and grow a business through a high-touch, consultative approach. The advisor provides comprehensive, personalized financial guidance to military families across wealth accumulation, preservation, and legacy planning. The role includes developing plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations. The advisor builds client trust through regular meetings, responsive service, and guidance adapted to changing client circumstances, economic conditions, and regulatory requirements. The advisor also develops referral relationships within the local and military community and works toward performance goals by generating revenue and expanding client engagement.

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 long-term planning strategies.
Exceptional interpersonal and relationship-building skills.
Drive and discipline to run an independent business.
Series 7 and Series 66 licenses, or Series 6, 63, and 65 licenses.
Life and Health license.

Nice To Haves

Military experience or affiliation.
CFP®, ChFC®, or RICP® designation.

Responsibilities

Identify and adapt to clients’ 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 emphasizing clarity, confidence, responsiveness, and informed decision-making.
Build and maintain long-term client relationships and consistently deliver value and guidance.
Build relationships with advocates and centers of influence in the local and military community to generate referrals and other opportunities.
Achieve performance goals by delivering financial strategies, generating revenue, and building long-term client relationships.
Expand the practice through referral networks, particularly within the military community, and identify opportunities to deepen existing client engagement.