Financial Advisor - Experienced Professionals
Category: Financial Advisor--> Non-Corporate Job Location: Columbus OH Tracking Code: NE-WOR EAP Job Posting FY26 Position Type: Full-Time Regular
Join the mission. Coach those who serve.
At First Command, weve been guiding military families toward financial security since 1958. Were 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 Youll Do
As an experienced Financial Advisor at First Command, youll go beyond the basics-providing comprehensive financial guidance that evolves with our clients lives. Youll:
Serve as a Trusted Advisor Identify and adapt to each clients 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.
Required Experience
Licensing & Certifications Required Series 7 & 66 or 6 63 65 and Life & Health license Preferred CFP ChFC or RICP designations
Your Next Step
If youre 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.
About First Command
2025 First Command Financial Services Inc. is the parent company of First Command Brokerage Services Inc. Member SIPCFINRA First Command Advisory Services Inc. First Command Insurance Services Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services Inc. a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services Inc. an investment adviser. Insurance products and services are provided by First Command Insurance Services Inc. Banking products and services are provided by First Command Bank Member FDIC.
Investment and Insurance Products
Investment and insurance products are not deposits are not insured by the FDIC and may lose value. A financial plan by itself cannot assure that retirement or other financial goals will be met.
First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
International Services
In the United Kingdom investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC
Securities Investor Protection Corporation