Senior Financial Advisor – Experienced Professionals

First Command Financial Services•Bonita Springs, FL

About The Position

First Command is seeking experienced financial advisors to serve existing clients and build long-term relationships through a high-touch, consultative approach. The independent contractor role focuses on providing comprehensive financial guidance to military families and helping clients pursue financial security throughout accumulation, preservation, and legacy stages. Advisors operate their own businesses, 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, 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

Identify and adapt to clients’ evolving financial goals across wealth accumulation, preservation, and legacy stages.
Meet with clients regularly 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 incorporating 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 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.
Grow the practice through referral networks, particularly within the military community, while identifying new opportunities and deepening existing client engagement.