Financial Advisor

Tracking Code

OCN-FY25

Position Type

Full-Time / Regular

Financial Advisor Careers at First Command :

Shaping Positive Financial Behaviors since 1958

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.

What our Financial Advisors do :

• They are the personal coach to our Nations military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
• They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected.
• They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
• They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
• They coach military families on how to build a comprehensive financial plan that includes savings / banking and investments / wealth management.

What we offer :

What to expect after training :

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