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Job Details

Financial Planning Advisor

  2026-02-11     First Command Financial Services     Santa Maria,CA  
Description:

Join First Command as a Financial Planning Advisor:

Empowering Military Families Since 1958

At First Command, we provide expert coaching to military families on their journey to financial security. Our legacy of success is rooted in nurturing positive financial behaviors through personalized coaching. With a client-first approach, we motivate our clients to take essential steps toward achieving their financial goals.

Why Join Us?

3 out of 4 of our Financial Advisors are veterans or military spouses. With over 165 offices across the nation, many situated near military installations, we are dedicated to assisting military families in managing their financial lives.

Your Role as a Financial Planning Advisor:

  • You will serve as a dedicated coach to military families, focusing on dynamic financial planning to achieve their short- and long-term objectives.
  • Help clients manage daily finances, build lifetime wealth, and safeguard their future against unforeseen events.
  • Engage with the community to attract new clients to First Command, with support from our local district team and Home Office.
  • Collaborate with local military organizations, units, and support institutions to strengthen our outreach within the military community.
  • Guide military families in creating comprehensive financial plans that cover:
    • Savings and banking
    • Investment and wealth management
    • Insurance and risk management

What We Provide:

  • A specialized licensing and comprehensive training program tailored for veterans, service members transitioning to civilian life, and military spouses to launch and enhance your Financial Advisor career.
    • We will sponsor your registration and licensing as a Financial Advisor, offering the necessary tools and resources to succeed.
    • Prepare for and take the SIE, S6, S63, S65, and state Life & Health licensing exams.
    • Once you complete the licensing process, you may be eligible to join our paid training program at a local district office.
    • Your starting salary as a First Command Financial Advisor will initially be an hourly wage for three months, anticipated to be minimum wage in your state. After three months, you can transition to a salaried role with increasing incentives during the remaining nine-month training period.

Your Future After Training:

  • Upon completing the paid training program, you will have the option to become an independent contractor Financial Advisor with First Command, giving you control over your career path and compensation based on your performance.
  • There's no limit to your earning potential: Your income will reflect your efforts and be based on competitive commissions, residual income, bonuses, and deferred compensation. Average first-year compensation for independent contractor Financial Advisors at First Command is competitive.
  • We offer ongoing professional development opportunities, including leadership training through classroom instruction and annual workshops, preparing you for advanced leadership roles.
  • Enjoy the flexibility of setting your own schedule to maintain an optimal work-life balance.
  • Experience portable career opportunities across the United States, ensuring your career stays with you wherever you go.

Preferred Qualifications:

  • Military experience or affiliation
  • Bachelor's degree
  • Demonstrated leadership skills

Learn more about First Command:

Since 1958, First Command has been dedicated to helping military families achieve their financial ambitions through expert coaching and guidance.


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