Senior Financial Advisor – Experienced Professionals

Senior Financial Advisor – Experienced Professionals Join the mission. Coach those who serve.At First Command, we’ve been helping military families build financial security since 1958. Through our Experienced Advisor Pathway, we are expanding our model to attract established financial professionals who want to focus on planning, relationships, and long-term impact, not cold-start prospecting or bringing a book of business.This is a unique opportunity to step into an existing client ecosystem, receive institutional support, and grow a meaningful practice serving those who serve our country.Why This Opportunity Is DifferentNo military experience required – We provide the training and context to serve this client base effectivelyNo book of business required – Engage with existing clients and referral networksRelocation support available – Incentives offered for select marketsBuilt-in support system – Dedicated home office resources, planning tools, and marketing supportEntrepreneurial model – Run your own independent business with flexibility and upsideWhat You’ll Do: Serve as a Trusted AdvisorProvide ongoing, comprehensive financial guidance tailored to each client’s evolving needs, from early career planning through retirement and legacy.Deliver Holistic Financial PlanningCreate integrated financial plans spanning: Investment and portfolio management, Retirement income strategies, Risk management and insurance solutions, Tax-aware planning, Estate and legacy considerationsEngage Existing Clients & Build RelationshipsStep into an established environment where you can deepen relationships through a high-touch, advice-driven model focused on long-term outcomes.Provide High-Touch Client ExperienceBuild trust through consistent communication, proactive planning, and personalized strategies that evolve alongside clients’ lives.Grow Your PracticeExpand your business through: Deepening existing client relationships, Strong referral networks, Community engagement, Centers of influenceWhat Sets You Apart5+ years of financial services experience, with demonstrated success working directly with clientsStrong background in wealth management, financial planning, or advisory servicesProven ability to build trust and maintain long-term client relationshipsA consultative, planning-first mindsetEntrepreneurial drive with the discipline to operate an independent practiceComfort working in a goals-based, performance-driven environmentLicensing & CertificationsRequired: Series 7 & 66 (or 6, 63, 65) and Life & Health licensePreferred: CFP®, ChFC®, RICP®, or similar designationsCompensation & SupportCommission-based compensation with uncapped earning potential: residual trails, commissions, performance-based incentives and deferred compensation programRelocation incentives available for qualified candidates in targeted marketsAccess to: Salesforce CRM, MoneyGuide financial planning platform, Dedicated operational and product support, Marketing and client engagement resourcesYour Next StepIf you’re an experienced advisor ready to focus on meaningful client relationships without starting from scratch. First Command offers the platform, support, and purpose to take your career further.Apply today to learn more about available markets and relocation opportunities.