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First Command Financial Services, Inc.
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First Command Financial Services, Inc.
Posted 2 months ago
Full Time
Whitpain Township, Pennsylvania
In Person
Smart Summary
Responsibilities
Financial Advisors act as personal coaches to military families, helping them manage day-to-day finances and build long-term financial security. They engage with the local military community to acquire new clients and develop comprehensive financial plans covering savings, investments, and insurance.
Qualifications
You have an entrepreneurial mindset and a desire for professional growth in financial services. You will be responsible for coaching military families on savings, investments, and insurance, and engaging with the community to bring in new clients. The role requires preparing for and obtaining specific financial licenses.
Must Have Skills for ATS
SIE
S6
S63
S65
Life & Health licenses
Job Description
Financial Advisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face 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 the path to financial security.
· 3 out of 4 of our Financial Advisors are veterans or military spouses.
· With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
What we offer:
What to expect after training:
Desired Qualifications:
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 Financial Services Careers | First Command.
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First Command Financial Services, Inc.
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