Financial Advisor

$31,550 - $49,300/Yr

First Command Financial Services - Anacortes, WA

posted 3 days ago

- Entry Level
Anacortes, WA
Administrative and Support Services

About the position

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. With 165+ offices nationwide, many are located near military installations. As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.

Responsibilities

  • Act as a personal coach to military families focused on evolving financial plans to meet their goals.
  • Help military families manage day-to-day finances, build lifetime assets, and protect against unexpected events.
  • Engage with the community to attract new clients with support from the local district team and Home Office.
  • Partner with local military organizations, military units, and other supporting institutions to engage directly with the military community.
  • Coach military families on building comprehensive financial plans that include savings, investments, and insurance.

Requirements

  • Military experience or affiliation
  • Bachelor's degree
  • Proven leadership skills

Benefits

  • Specialized licensing and comprehensive training program for veterans, transitioning service members, and military spouses.
  • Sponsorship for full registration and licensing as a Financial Advisor.
  • Paid training program with a local district office after successful completion of licensing phase.
  • Initial hourly wage for 3 months, transitioning to a salaried position with progressive incentives during a nine-month paid training period.
  • Compensation during training ranges from $31,550 to $49,300 based on state.
  • Opportunity to become an independent contractor Financial Advisor with no cap on earning potential.
  • Professional development programs including leadership training and workshops.
  • Flexible schedule to manage work-life balance.
  • Portable career opportunities throughout the United States.
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