Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.•Bonita Springs, FL

About The Position

First Command is seeking experienced financial advisors to provide comprehensive financial guidance to military families. This independent contractor role involves working with existing First Command clients, strengthening long-term relationships, and growing an advisory business through a high-touch, consultative approach. Advisors help clients pursue financial security through the accumulation, preservation, and legacy stages of wealth. The role includes developing and implementing personalized financial plans that bring together investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations. Advisors regularly meet with clients to assess their circumstances, track progress, and adjust plans in response to life events, economic shifts, and regulatory changes. They provide clear, responsive guidance that helps clients make informed decisions. Advisors also build relationships with advocates and centers of influence in local and military communities to generate referrals and business opportunities. They are expected to achieve performance goals, generate revenue, expand their practices, and deepen engagement with existing clients. The position offers 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 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

Serve as a trusted advisor by identifying and adapting to clients’ evolving financial goals across wealth accumulation, preservation, and legacy.
Meet regularly with clients to assess their circumstances, track progress, and adjust financial plans based on 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 by fostering long-term relationships, communicating clearly, responding to client needs, and delivering guidance that supports informed decisions.
Build relationships with advocates and centers of influence within 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.
Expand the practice through referral networks, especially within the military community, and identify new opportunities while deepening existing client engagement.