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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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Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner’s equity), and statement of cash flows) . With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities.

Our Company:
We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!

What you'll do...:
Day to day, you'll... <ul style="margin-top:0in;margin-bottom:0in"><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Process various forms of financial information and materials and enter financial information into accounting or other financial systems; comply with relevant reporting requirements </li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Compile monthly and quarterly reports as needed </li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Communicate (both in verbal and written form) with clients, client suppliers, vendors and banking contacts </li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Assist in client service coverage as needed to ensure service delivery </li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Partner with Tax Advisors by providing relevant bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return </li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Provide assessment of client's business trends/results by generating and analyzing financial statements (e.g., profit and Loss statement (income statement), statement of financial position (balance sheet), equity statement (statement of owner’s equity), and statement of cash flows) </li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Prepare and facilitate the processing of client payroll, calculate and prepare tax payments, generate 1099 and W-2 documents for clients </li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Assist in the generation of Block Advisor growth opportunities and increase retention through referrals and partnerships </li><li style="margin-top:0in;margin-right:0in;margin-bottom:0in;font-size:12pt;font-family:'aptos' , sans-serif">Other duties as assigned</li></ul>

What you'll bring to the team...:
<ul><li>High school diploma or equivalent</li><li>3 years minimum related work experience</li></ul>

Why work for us:
Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit <a href="https://www.blockbenefits.com/public/welcome" rel="nofollow">blockbenefits.com</a>. Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.

Financial Advisor Jobs in Morningside, NY

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Financial Advisor Jobs in Morningside, NY

Financial Advisor First Command Financial Services, Inc.

Senior Block Advisors Accounting Specialist H&R Block

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