Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.•Charlotte, NC

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, deepening long-term relationships, and growing an advisory business through a high-touch, consultative approach. Advisors guide clients through wealth accumulation, preservation, and legacy planning, adapting recommendations as clients’ goals and circumstances change. The role offers flexible hours and the opportunity to earn unlimited 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.
Required Series 7 and Series 66 licenses, or Series 6, 63, and 65 licenses.
Life and Health license.

Nice To Haves

Military experience or affiliation is strongly preferred.
CFP®, ChFC®, or RICP® designation preferred.

Responsibilities

Identify and adapt to clients’ evolving financial goals across wealth accumulation, preservation, and legacy planning.
Meet regularly with clients to assess their circumstances, track progress, and adjust plans for 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 responsive, high-touch client experience that builds trust and helps clients make informed decisions.
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 personalized financial strategies, generating revenue, and building long-term client relationships.
Grow the advisory practice through referral networks, particularly within the military community, and by identifying opportunities and deepening client engagement.