First Command Financial Services, Inc. · 23 hours ago
Financial Advisor – Experienced Professionals
Columbus, OH
Full-time
Hybrid
Senior Level
5+ years expFirst Command Financial Services, Inc. has been guiding military families toward financial security since 1958, and they are seeking seasoned financial advisors to elevate their impact. In this role, you will provide comprehensive financial guidance, develop personalized financial plans, and foster long-term client relationships within the military community.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Serve as a Trusted Advisor Identify and adapt to each client’s evolving financial goals across all stages of wealth—accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes
Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families
Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions
Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities
Drive Results and Grow Your Business Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks—especially within the military community—while identifying new opportunities and deepening existing client engagement
Qualification
Required
A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships
Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy
Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement
The drive and discipline to run your own independent business—offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives
Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license
Preferred
Military experience or affiliation is strongly preferred
Preferred: CFP®, ChFC®, or RICP® designations
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
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 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase