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Veteran Financial Advisor

2 months ago

Charleston, West Virginia, United States First Command Financial Services, Inc Full time

Job Summary:

First Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Advisor. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.

Key Responsibilities:

  • 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, and more.
  • Develop and implement financial plans that meet the unique needs of military families.
  • Provide ongoing support and guidance to clients to help them achieve their financial goals.
  • Stay up-to-date on industry trends and best practices to ensure clients receive the highest level of service.

Requirements:

  • Military experience or association.
  • Bachelor's degree.
  • Proven leadership skills.

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.

Company Overview:

First Command Financial Services, Inc. is a leading provider of financial services to military families. We are committed to helping our clients achieve their financial goals and build a successful financial planning practice. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a highly motivated and experienced Financial Services Professional to join our team.

Equal Employment Opportunity:

First Command Financial Services, Inc. is an equal opportunity employer and does not discriminate in the recruiting of employees or financial advisors on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, marital status, disability, age, or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner.