Financial Advisor

6 months ago

Newport, United States First Command Financial Services, Inc Full time

Financial Advisor


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. #CB

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

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.


©2023 FirstCommand Financial Services, Inc. parent of First Command Brokerage Services,Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First CommandInsurance Services, Inc. and First Command Bank. Securities products andbrokerage services are provided by First Command Brokerage Services, Inc., abroker-dealer. Financial planning and investment advisory services are providedby First Command Advisory Services, Inc., an investment adviser. Insuranceproducts and services are provided by First Command Insurance Services, Inc.Banking products and services are provided by First Command Bank (Member FDIC,Equal Housing Lender). Securities are not FDIC insured, have no bank guaranteeand may lose value. A financial plan, by itself, cannot assure that retirementor other financial goals will be met. First Command Financial Services, Inc.and its related entities are not affiliated with, authorized to sell orrepresent on behalf of or otherwise endorsed by any federal employee benefitsprograms referenced, by the U.S. government, or the U.S. armed forces.

First Command does not discriminate in therecruiting of Employees or Financial Advisors on the basis of race, color,religion, national origin, sex, sexual orientation, gender identity, maritalstatus, disability, age or veteran status. No information solicited by FirstCommand from you is intended to be used in a discriminatory manner. Allinformation provided by you will be reviewed carefully, but the receipt of anAdvisor application or other information does not imply that you will beoffered the opportunity to enter into a Financial Advisor/Agent Agreement withFirst Command.


Job Location

Newport, Rhode Island

Position Type

Full-Time/Regular

  • Financial Advisor Serving Military Families

    3 weeks ago

    Newport, United States First Command Financial Services, Inc. Full time

    *4 out of 5 of our Advisors are veterans or military spouses*A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.*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...

  • Financial Advisor

    3 weeks ago

    Newport Beach, United States FirstBank Full time

    Position Details Performs duties to support the personal production goals and customer service objectives for all assigned Branches and/or book of business. In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. KEY...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Newport Beach, California, United States Bank of America Full time

    Job Description:Merrill Financial Solutions Advisors work with high-net-worth clients to identify their financial needs and develop personalized investment strategies. This role is responsible for building relationships, reviewing investment goals, and preparing recommendations that align with clients' objectives.Key Responsibilities:Leverage technology to...

  • Senior Financial Advisor

    4 weeks ago

    Newport Beach, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job SummaryThis role is responsible for providing exceptional client service and support to clients of Signature Estate & Investment Advisors, LLC. The ideal candidate will have a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.Key ResponsibilitiesDevelop and implement...

  • Sr. Financial Advisor

    2 weeks ago

    Newport Beach, United States Capstone Partners Financial and Insurance Services Full time

    The ideal candidate will be entrepreneurial in spirit, team oriented and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to create financial plans that are more...

  • Sr. Financial Advisor

    2 weeks ago

    Newport Beach, United States Capstone Partners Financial and Insurance Services Full time

    The ideal candidate will be entrepreneurial in spirit, team oriented and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to create financial plans that are more...

  • Sr. Financial Advisor

    2 weeks ago

    newport beach, United States Capstone Partners Financial and Insurance Services Full time

    The ideal candidate will be entrepreneurial in spirit, team oriented and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to create financial plans that are more...

  • Financial Advisor

    2 months ago

    Newport Beach, CA, United States First Bank Full time

    Position Details Performs duties to support the personal production goals and customer service objectives for all assigned Branches and/or book of business. In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. ...

  • Sr. Financial Advisor

    2 weeks ago

    Newport Beach, CA, United States Capstone Partners Financial and Insurance Services Full time

    The ideal candidate will be entrepreneurial in spirit, team oriented and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to create financial plans that are more...

  • Financial Aid Specialist

    1 month ago

    Newport News, Virginia, United States ECPI University Full time

    Financial Assistance AdvisorTransform Your Career at ECPI UniversityECPI University is committed to providing students with the support they need to succeed. As a Financial Assistance Advisor, you will play a critical role in helping students navigate the financial aid process and achieve their educational goals.Responsibilities:Provide financial aid support...

  • Client Services Coordinator

    4 weeks ago

    Newport Beach, California, United States Tax & Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our clients.Key Responsibilities:Process new business and secure forms, pull client reports and statementsAssist with...

  • Financial Services Professional

    1 month ago

    Newport Beach, United States RK Partners Full time

    Job OverviewRK Partners is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining strong relationships with clients to understand their financial needs and objectives.Key Responsibilities:Provide comprehensive financial planning and investment advice to...

  • Senior Registered Client Service Associate

    4 weeks ago

    Newport Beach, California, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating over 60 years of excellence in the financial services industry, Raymond James is seeking a detail-oriented and creative problem solver to join our team as a Registered Client Service Associate.This critical role provides high-quality administrative support to financial advisors, clients, and branch staff members, requiring effective...

  • Geometric Wealth Advisors Tax Professional

    4 weeks ago

    Newport Beach, United States COPE Staffing Full time

    We are seeking a highly skilled Tax Senior Associate to join our Tax team at Geometric. As a Tax Senior Associate, you will work closely with our Tax team and Wealth Advisors to provide holistic financial planning services to our clients. Your primary responsibilities will include preparing and reviewing federal and state returns, assessing the need for...

  • Paraplanner

    5 days ago

    Newport Beach, United States Capstone Partners Financial and Insurance Services Full time

    Paraplanner Role Job DescriptionJob SummaryWe are looking for a detail-oriented paraplanner with strong technical expertise in financial modeling, investment and life insurance analysis. This role supports our advisors in client service, investment research, proposal generation, and ongoing performance monitoring. Proficiency in eMoney and financial services...

  • Paraplanner

    6 days ago

    newport beach, United States Capstone Partners Financial and Insurance Services Full time

    Paraplanner Role Job DescriptionJob SummaryWe are looking for a detail-oriented paraplanner with strong technical expertise in financial modeling, investment and life insurance analysis. This role supports our advisors in client service, investment research, proposal generation, and ongoing performance monitoring. Proficiency in eMoney and financial services...

  • Sr Wealth Advisor

    6 months ago

    Newport Beach, United States Mercer Advisors Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

  • Senior Financial Analyst

    4 weeks ago

    Newport Beach, California, United States AEG Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our Finance team at Revitate. As a key member of our team, you will be responsible for ensuring the accuracy and timeliness of our financial statements, as well as providing financial analysis and insights to support business decisions.Key ResponsibilitiesFinancial statement review and...

  • Strategic Director of Financial Planning and Analysis

    4 weeks ago

    Newport Beach, California, United States Evolus Full time

    About the RoleEvolus is a performance beauty company with a customer-centric approach focused on delivering breakthrough products. We are seeking an experienced and driven Director, FP&A to join our Finance Team.Key ResponsibilitiesOwner of the company's overall annual budget and quarterly forecastsLead the development and execution of the company's...

  • Wealth Advisor, Schwab Wealth Advisory

    2 months ago

    Newport Beach, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...