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Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Financial Advisor Jobs at First Command:Shaping Positive Financial Behaviors since 1958First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one 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 a path to financial security.3 out of 4 of our Financial Advisors are veterans or military spouses.Many of our 165+ offices nationwide are located near military installations.If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career.What you’ll do:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will coach military families on how to build a comprehensive financial plan that includes: </li></ul></li></ul><ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Savings/banking</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Investments/wealth management</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Insurance/risk management</li></ul></li></ul>Training and licensing support:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.</li></ul></li></ul><ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.  </li></ul></li></ul>Becoming an Advisor:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. </li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Independence: Set your own schedule to manage work-life balance.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.  </li></ul></li></ul>Desired Qualifications:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Military experience or affiliation</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Bachelor’s degree</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Proven leadership skills</li></ul></li></ul>Learn more about First Command:First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit <a href="https://www.firstcommand.com/careers/" rel="nofollow" title="https://www.firstcommand.com/careers/">Financial Services Careers | First Command</a>. Required Skills #LI-VH1 Required Experience

First Command Financial Services, Inc.

Financial Advisor

silkroad ATS feed

UNKNOWN

Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred.

Shore United Bank is seeking a full-time Financial Advisor to join our team. A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. They are responsible for working with clients, prospects and staff to meet client objectives and achieving revenue production goals assigned as part of the division's annual operating plan. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability to execute investment transactions.Essential Functions Include:<ul><li>Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets</li><li>Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools</li><li>Securing stocks and bonds and establishing progressive savings accounts</li><li>Moving money from accounts per industry and federal regulations</li><li>Performing market research to stay current with financial trends</li><li>Preparing financial documents, such as income projections and investment reports</li><li>Maintaining compliance with all rules and regulations in the financial industry</li><li>Identifying and pursuing potential clients to maintain a strong client base</li><li>Develops and maintains a high level of knowledge of investment disciplines</li><li>Develops and maintains new client files with the support of the administrative team</li><li>Adheres to all Compliance Rules and Regulations set forth by NASD, Broker-Dealer and Bank Compliance Departments</li><li>Attends various community functions to promote services provided</li><li>Achieves goals assigned as part of the Department's annual operating plan:
<ul><li>Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis</li><li>Solicits new business from present and prospective customers</li><li>Promotes an environment and culture to support and improve sales and referral activities to meet overall defined goals</li><li>Responds to referrals within a reasonable timeframe not to exceed two (2) business days</li></ul></li><li>Coordinates specific work tasks with other personnel within the division as well as with other branches/departments to ensure the smooth and efficient flow of information</li><li>Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace</li><li>Communicates with management and staff personnel to integrate goals and activities</li><li>Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy</li><li>Maintains appropriate records and provides assigned reports</li></ul>Location: Waldorf Branch - 3035 Leonardtown Rd, Waldorf, MD 20601Position Type/Expected Hours of Work:<ul><li>Full-time.</li><li>Exempt.</li><li>Days of Work: Monday-Friday</li></ul>Required Education and Experience:<ul><li>High school diploma/GED equivalent required.</li><li>A BS or BA degree in Finance or related field preferred.</li><li style="color:rgb( 0 , 0 , 0 )">Active status required: Series 7 Licensing; Series 63 and 65 (or 66) Licensing; Insurance Licensing in Life, Health, and Variable Annuities.</li><li style="color:rgb( 0 , 0 , 0 )">Minimum experience within a wealth management role: 1-5 years (Financial Advisor I) or 5-10 years (Financial Advisor II)</li><li>Must have the ability to travel to meet with various clients and attend community events as needed.</li><li>Experience on LPL Financial ClientWorks platform and/or Fi-Tek GWES Platform preferred</li><li>Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred</li></ul> Compensation:<ul><li style="color:rgb( 0 , 0 , 0 )">The pay range for this position is:<ul><li style="color:rgb( 0 , 0 , 0 )">Financial Advisor I (1-5 years experience) - $60K base plus production commission </li><li style="color:rgb( 0 , 0 , 0 )">Financial Advisor II (5-10 years experience) - $65K base plus production commission</li></ul></li><li>Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.</li></ul> <div class="content-conclusion">Company Benefits:<ul><li>Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.</li><li>Comprehensive benefits package for full-time, permanent employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!</li><li>Paid parental leave</li><li>401k savings plan with up to a 4% company match</li><li>Employee Stock Purchase Plan</li><li>Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.</li><li>Opportunity for growth and advancement</li><li>Paid training program and continuous training sessions throughout the year on various topics</li><li>Generous paid time off and paid sick time</li><li>Community involvement opportunities</li></ul>Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.</div>

Shore United Bank

GreenHouseAPI

ADAPTED_NOW

Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.

Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part ofone of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: * Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance. * Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-time. Supervisory Responsibility: · No. Travel: · Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Job:Branch Banking* Organization:Virginia* Title: *Teller Retail Banker* Location: *Virginia-Fredericksburg* Requisition ID: *072955*

Woodforest National Bank

Teller Retail Banker

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Financial AdvisorFirst Command Financial Services, Inc.

Financial AdvisorShore United Bank

Teller Retail BankerWoodforest National Bank

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