Senior Financial Advisor – Experienced Professionals

First Command Financial Services, Inc.•Carlisle, PA

About The Position

First Command is seeking experienced financial advisors to work with existing First Command clients and deepen long-term client relationships through a high-touch, consultative approach. The independent contractor role focuses on providing comprehensive financial guidance to military families, adapting plans as clients’ lives and financial goals evolve across wealth accumulation, preservation, and legacy. The advisor develops and implements personalized financial plans integrating investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations. The role also involves building relationships within the local and military community to generate referrals, meeting performance goals, generating revenue, and growing an independent advisory practice.

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 the ability to integrate 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 clients’ evolving financial goals across wealth accumulation, preservation, and legacy.
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 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 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.
Expand the practice through referral networks, particularly within the military community, and identify opportunities to deepen existing client engagement.