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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. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

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>. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member <a href="https://www.sipc.org/" rel="nofollow" title="https://www.sipc.org/">SIPC</a>, <a href="https://www.finra.org/" rel="nofollow" title="https://www.finra.org/">FINRA</a>), First Command Advisory Services, Inc., First Command Insurance Services, Inc.  First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. 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. Required Skills #LI-MR2 Required Experience

First Command Financial Services, Inc.

Financial Advisor

Brokerage

Coaching

Entrepreneurship

Financial Planning

Financial Services

Insurance

Investment Management

Leadership

Licensing

Military

People Management

Philosophy

Risk Management

Securities

Testing

Wealth Management

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Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts). Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.

Overview:
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being.  Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.<h1 class="profile-card-title" title="Relationship Banker II - Floater">Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement.</h1>

Responsibilities:
<ul><li style="margin-bottom:0in">Coach and serve as a mentor to Relationship Bankers and Tellers</li><li style="margin-bottom:0in">Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers</li><li style="margin-bottom:0in">Handle the cash shipment and vault management for a branch</li><li style="margin-bottom:0in">Ability to handle the origination of consumer loans.</li><li style="margin-bottom:0in">Identify customer needs and make the appropriate referrals through proactive sales/service efforts </li><li style="margin-bottom:0in">Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.</li><li style="margin-bottom:0in">Deliver an exceptional customer experience that follows Trustmark’s service standards </li><li style="margin-bottom:0in">Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts)</li><li style="margin-bottom:0in">Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed</li><li style="margin-bottom:0in">Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales</li><li style="margin-bottom:0in">Making outreach calls to customers and/or prospects</li><li style="margin-bottom:0in">Comply with the bank’s guidelines, policies, procedures, and standards of performance</li><li style="margin-bottom:0in">Travel between branch locations</li><li style="margin-bottom:0in">Perform additional duties as assigned</li></ul>

Qualifications:
<ul><li>High school diploma or GED</li><li>2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.</li><li>Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment </li><li>Be able to register with the National Mortgage Licensing System and Registry (NMLS)</li><li style="margin-bottom:0in">Able to use basic math concepts and can handle routine transactions and close out the cash drawer </li><li style="margin-bottom:0in">Exceptional customer service skills with the ability to learn and communicate Trustmark products</li><li style="margin-bottom:0in">Pass appropriate assessment tests related to customer service and math skills</li><li style="margin-bottom:0in">Able to meet sales goals in a retail environment</li><li style="margin-bottom:0in">Basic computer skills and the ability to learn internal technology systems to perform work tasks</li><li>Strong interpersonal and communication skills both verbal and written</li><li>Time management skills</li><li>Detail-oriented with a focus on quality and accuracy</li><li style="margin-bottom:0in">Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis </li><li style="margin-bottom:0in">Experience in maintaining and balancing a cash drawer preferred</li><li>Prior supervisory experience in a retail or bank environment preferred</li><li>Prior experience processing consumer or mortgage loans preferred</li><li style="margin-bottom:0in">2 years of banking industry knowledge specifically of the Relationship Banker position preferred</li></ul>Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.  Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment. Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site.  Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank.  No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Trustmark Bank

Relationship Banker II - Float

Accounting Close

Bank Management

Banking Services

Card Processing

Cash Management

Communication Skills

Computer Mouse Hardware

Computer Skills

Consumer Loans

Cross-Selling

Customer Experience

Customer Relations

Customer Satisfaction

Customer Support/Service

Detail Oriented

Develop and Maintain Customers

High School Diploma

Interpersonal Skills

Keyboards

Lift/Move 20 Pounds

Loan Origination

Loan Processing

Loans

Mathematics

Meet Sales Quota

Mentoring

Mortgage

Mortgage Lending

Needs Assessment

Physical Demands

Presentation/Verbal Skills

Public Works

Retail

Retail Banking

Retail Sales

Sales

Sales Prospecting

Time Management

Transaction Processing/Management

Writing Skills

[AW]-iCims

Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals.

Overview:
Position is responsible to develop and manage commercial loan accounts that meet established lending requirements and maximize profitability to the bank with minimal risk.

Responsibilities:
<ul><li>Responsible for loan and deposit growth through customer portfolio and other proactive measures to grow market share</li><li>Strong understanding of credit, commercial products, and financial statement analysis to offer beneficial banking solutions</li><li>Manage an existing portfolio and seek opportunities to generate incremental revenue for the bank and meet customer financial goals</li><li>Engage with customers on a regular basis to enhance the trusted advisor relationship, ensure business needs are being met, provide high level of customer service, and create cross sell opportunities for other product lines</li><li>Practice commercial loan portfolio management skills through practical application of assigned portfolio including project analysis, loan underwriting, proper risk analysis and identification of risk rate, packaging and presentation, renewal processing, loan doc prep and closing, collateral analysis, past due notice management, etc. </li><li>Practice business development skills through the practical application of performing business calls to customers and prospective customers in order to gain further experience in outside loan production and negotiations and support achievement of new business goals</li><li>Maintains professional community relations and involvement to increase the bank’s visibility and new business opportunities, and to further personal development</li><li>Compliance with established policies and procedures for commercial lending and follow appropriate controls to prudent behavior which is in compliance with the bank’s risk appetite including loan and credit quality</li><li>Ensure portfolio is prudent and the non-performing loan ratio is within the acceptable risk tolerance limits</li><li>Perform additional duties as assigned.</li></ul>

Qualifications:
<ul><li>Bachelor’s degree in business/finance associated major, or relevant job experience </li><li>Minimum of three years of proven and progressive commercial lending/credit experience or equivalent</li><li>Experience with commercial lending risk analysis</li><li>Developed an understanding of lending and credit approval process as well as pertinent bank policies and external regulations</li><li>Practical working knowledge of sales principles</li><li>Prior experience with products and services offered by financial services institutions</li><li>Effective oral and written communication skills</li><li>Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment</li><li>Ability to work accurately with close attention to details</li><li>Proven ability to build and maintain relationships</li></ul>Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment. Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site.  Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank.  No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Commercial Portfolio Manager I

Analysis Skills

Business Development

Commercial Loans

Community Relations

Credit Processing

Finance

Financial Analysis

Loan Portfolio

Loan Underwriting

Market Share

Multitasking

Negotiation Skills

Policy Development

Portfolio Analysis

Problem Solving Skills

Procedure Development

Profit & Loss

Project Evaluation

Regulations

Revenue Growth

Risk

Risk Analysis

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Financial AdvisorFirst Command Financial Services, Inc.

Relationship Banker II - FloatTrustmark Bank

Commercial Portfolio Manager ITrustmark Bank

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