Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.•Leavenworth, KS

About The Position

First Command is seeking seasoned financial advisors to work with existing clients, deepen long-term relationships, and grow an independent practice through a high-touch, consultative approach. The role provides comprehensive financial guidance to military families across wealth accumulation, preservation, and legacy planning. Advisors regularly assess clients’ circumstances and progress, adapting plans to life events, economic shifts, and regulatory changes. They develop personalized strategies spanning investment management, retirement income, tax planning, insurance, everyday finances, and estate considerations. The position also involves building relationships and referral opportunities within local and military communities, and achieving performance goals through client engagement and business growth. This is an independent contractor role with flexible hours and income based on 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 and the ability to integrate financial products into long-term planning strategies.
Exceptional interpersonal and relationship-building skills.
Drive and discipline to operate an independent business.

Nice To Haves

Military experience or affiliation is strongly preferred.

Responsibilities

Identify clients’ evolving financial goals across wealth accumulation, preservation, and legacy stages.
Meet regularly with clients to assess 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.
Build long-term client relationships through clear, responsive service and guidance that helps clients 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 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.