First Command Financial Services, Inc.
Financial Advisor
At a glance
Location: US-MD-Rockville Map
Posted: 06/22/2020
Closing: 07/21/2020
Degree: Not Specified
Type: Full-Time
Experience: Not Specified
First Command Financial Services, Inc.
Job description

4 out of 5 of our Advisors are veterans or military spouses

Who we are:

First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.

What our Advisors do: 

  • Directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community
  • Coach military families on how to build a holistic financial plan including aspects of: 
    • Savings
    • Investments
    • Insurance

What we offer:

  • A specialized onboarding and training program designed for veterans, transitioning service members and military spouses to build and grow a successful financial planning practice
  • Tools and support to guide you through the licensing process
  • Opportunities for  professional development
  • The ability to be in control of your career trajectory and to be compensated based on your  work and the results you achieve
  • Portable career opportunities throughout the United States and overseas

Desired Qualifications:

  • Military experience or association
  • Bachelor’s degree
  • Proven leadership skills

First Command has been helping military families pursue their goals and dreams through coaching and guidance since 1958. To learn more about our mission and vision, visit

In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender stereotyping, marital status, sexual orientation, pregnancy, genetic information, age, disability, veteran status, military service, or any other characteristic protected by federal, state, or local law. This applies to all personnel actions including, but not limited to, recruitment, training, compensation, hiring, promotions, benefits, layoffs, demotions, terminations and post-termination actions. The cooperation and support of all employees is required to maintain an environment free from discrimination. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

©2019 First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPCFINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities and brokerage services are offered by First Command Financial Planning, Inc., a broker-dealer. Financial planning and investment advisory services are offered by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are offered by First Command Insurance Services, Inc. Banking products and services are offered by First Command Bank (Member FDIC).

Job requirements
  • Promote financial planning and investment services
  • Support the financial aid advisor role
  • Develop retirement plans to help reach financial goals
  • Manage financial aid applications (FAFSA)
  • Providing tax preparation, tax audit support and tax planning year round
  • Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
  • Identify and meet financial goals
  • Assessing the financial needs of clients
  • Verify student financial aid applications
  • Evaluate client's financial situation and identify investment objectives through a comprehensive and customized financial planning process
  • Deliver financial planning and investment management to own list of clients
  • Review member/client's financial situation
  • Help financial professionals achieve financial and business goals
  • Celebrate achievements Just as work hard to help clients achieve financial goals
  • Develop required financial aid reports
  • Attend financial aid training sessions
  • Launch or advance financial planning career
  • Develop financial plans for clients and prospects
  • Analyze and assess member/client's financial situation, and financial and investment services available to member/client
  • Identify and solve the financial needs of clients by offering investment products
Financial Advisor