Join the mission. Coach those who serve.

At First Command, we’ve 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 You’ll Do

As an experienced Financial Advisor at First Command, you’ll go beyond the basics—providing comprehensive financial guidance that evolves with our clients' lives. You’ll:

• Serve as a Trusted Advisor
  Identify and adapt to each client’s evolving financial goals across all stages of wealth—accumulation, 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 considerations—tailored 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 networks—especially within the military community—while identifying new opportunities and deepening existing client engagement.

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 business—offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
• Military experience or affiliation is strongly preferred.

Licensing & Certifications

• Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license
• Preferred: CFP®, ChFC®, or RICP® designations

Your Next Step

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

Required Skills

Required Experience

#LI-LW1

1. Bachelor's degree or equivalent, practical experience in governance, insights, and reporting is required.

2. 12+ years of experience in any combination of governance, compliance, risk management, risk and/or regulatory reporting, Controls and Quality Assurance/Quality Control within a financial service.

3. A minimum of five years management or supervisory level experience with proven abilities of effectively leading a team.

4. Demonstrated experience of governance within the three levels of defenses.

5. Proven track record of establishment credit loss reporting with strong accuracy and risk reporting for the appropriate audience.

6. Ability to self-manage and prioritize multiple business unit initiatives, creation of new teams and enhancements within the business unit.

7. Capability to thrive in a fast-paced environment while maintaining strong relationships with business partners and cross-functional stakeholders.

8. Demonstrated ability to learn, apply, and adhere to federal and state regulations/laws, as well as internal credit union policies and management practices as they pertain to lending products.

9. Director level verbal and written communication, organizational, and member service skills required and ability to interface with others positively and professionally.

10. Proficiency with the Microsoft Office Suite including Excel, Word, PowerPoint, and Teams.