Financial Advisor Experienced Professionals

Financial Advisor Experienced Professionals

Financial Advisor Experienced Professionals

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Manager of Advisor Recruiting at First Command Financial Services, Inc.

Job Description

Join the mission. Coach those who serve.

At First Command, weve been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

What Youll Do

As an experienced Financial Advisor at First Command, youll go beyond the basicsproviding comprehensive financial guidance that evolves with our clients' lives. Youll:

• Serve as a Trusted Advisor Identify and adapt to each clients evolving financial goals across all stages of wealthaccumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
• Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerationstailored to the unique needs of military families.
• Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
• Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
• Drive Results and Grow Your Business

Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networksespecially within the military communitywhile identifying new opportunities and deepening existing client engagement.

Required Skills

What Sets You Apart

• A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.
• Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy.
• Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement.
• The drive and discipline to run your own independent businessoffering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
• Military experience or affiliation is strongly preferred.

Required Experience

Licensing & Certifications

• Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license

Your Next Step

If you're an experienced advisor who wants to make a difference in the lives of those who serveand continue building your career with purposeFirst Command is where you belong.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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Great Falls, MT $50,000.00-$250,000.00 2 weeks ago

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