Financial Advisor jobs in United States
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First Command Financial Services, Inc. · 4 hours ago

Financial Advisor

First Command Financial Services, Inc. is dedicated to helping military families achieve financial security through personalized coaching. The Financial Advisor role involves guiding clients in managing finances, building assets, and developing comprehensive financial plans tailored to their needs.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Joseph Spencer, RICP®
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Responsibilities

They are the personal coach to our Nation’s military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals
They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office
They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions
They coach military families on how to build a comprehensive financial plan that includes:
Savings/banking
Investments/wealth management
Insurance/risk management

Qualification

Financial planningWealth managementInsurance managementMilitary experienceLeadership skillsClient engagementCoachingCommunity involvementEntrepreneurial mindsetProfessional growthCommunication skills

Required

Military experience or affiliation
Bachelor's degree
Proven leadership skills

Benefits

We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States which allow your career to move with you.

Company

First Command Financial Services, Inc.

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First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.

H1B Sponsorship

First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)

Funding

Current Stage
Late Stage

Leadership Team

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Mark Steffe
President and Chief Executive Officer
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Company data provided by crunchbase