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First Command Financial Advisor Jobs in Oklahoma

... first practice. * Proven ability to acquire and grow client relationships. You've built a book of ... financial advisory, wealth management, or a related field where you've advised individuals or ...

Wealth Management Trainee

Tulsa, OK · On-site

$36K - $45K/yr

The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional ...

New

Wealth Management Trainee

Oklahoma City, OK · On-site

$39K - $48K/yr

The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional ...

New

Wealth Management Trainee

Edmond, OK · On-site

$32K - $39K/yr

The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional ...

New

We are so committed to training that we'll subsidize it in your first two years, providing you with ... financial advisor with Eagle Strategies LLC, our investment advisory division that offers wealth ...

The Wealth Advisor is responsible for fostering new and existing client relationships by providing ... first. * Conducts regular reviews with clients to update their financial plans as needed.

Benefits Advisor

Tulsa, OK · Remote

$52K - $66K/yr

And you'll have the personal reward of helping to provide financial security and added peace of ... The ability to make substantial first-year and residual commissions. * A generous stock bonus plan ...

Client Service Associate

Tulsa, OK · On-site

$12.50 - $17.25/hr

You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential ... Apply today and take the first step towards your next career opportunity! The companies in BOK ...

Showing results 41-60

First Command Financial Advisor information

See Oklahoma salary details

$33.2K

$94.3K

$133K

How much do first command financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for first command financial advisor in Oklahoma is $94,304.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,200.00 and $121,000.00 per year, depending on experience, location, and employer.

What does a First Command Financial advisor do?

A First Command Financial Advisor helps clients, particularly military families and veterans, manage their finances, plan for retirement, and achieve long-term financial goals. They provide personalized advice on budgeting, investments, insurance, and other financial products tailored to each client's needs. Advisors also offer ongoing support and adjust financial plans as clients' circumstances change. Their goal is to help clients build financial security and confidence throughout their lives.

What are some common challenges faced by a First Command Financial advisor when working with military families?

First Command Financial Advisors often encounter the unique challenge of serving clients who may frequently relocate or face deployment. This requires adaptability and strong relationship-building skills to maintain trust and continuity in financial planning. Advisors must also be well-versed in military benefits and regulations to provide relevant guidance, and they often collaborate closely with both clients and internal teams to ensure tailored financial strategies. Navigating these complexities can be rewarding but demands a high level of dedication and flexibility.

What are the key skills and qualifications needed to thrive as a First Command Financial advisor, and why are they important?

To thrive as a First Command Financial Advisor, you need a solid understanding of financial planning, investment strategies, and insurance products, typically backed by a bachelor's degree and relevant state licenses (such as Series 6, 63, and life/health insurance). Familiarity with financial planning software, CRM systems, and compliance platforms is essential for managing client portfolios and regulatory requirements. Strong interpersonal skills, active listening, and the ability to build trust set top advisors apart in client relationships. These competencies are crucial for developing tailored financial solutions and maintaining long-term client satisfaction and compliance.

What is the difference between First Command Financial Advisor vs Financial Planner?

AspectFirst Command Financial AdvisorFinancial Planner
CertificationsSeries 6/7, 63, 65/66, Life & Health licensesCFP, Series 7, 66, State licenses
Work EnvironmentFinancial services firms, often direct client interactionsIndependent or firm-based, advising clients on financial plans
Industry UsagePrimarily in financial advisory firms, focusing on military and middle-income clientsBroader industry, including wealth management and estate planning

First Command Financial Advisors typically focus on providing financial guidance to military families and middle-income clients, often working within specific firms with required licenses. Financial Planners have a broader scope, often holding CFP certification and serving diverse client needs across various financial services. While both roles involve financial advising, their certifications, client focus, and work environments differ.

Is First Command Financial Advisor a good financial advisor?

First Command Financial Advisor is a role involving providing financial planning and advice, often requiring certifications such as CFP or Series 7. The quality of advice depends on the individual advisor's expertise, experience, and client reviews, so researching specific advisors and their credentials is recommended.

What job categories do people searching First Command Financial Advisor jobs in Oklahoma look for?

The top searched job categories for First Command Financial Advisor jobs in Oklahoma are:

What cities in Oklahoma are hiring for First Command Financial Advisor jobs?

Cities in Oklahoma with the most First Command Financial Advisor job openings:

Infographic showing various First Command Financial Advisor job openings in Oklahoma as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% In-person job distribution, with an average salary of $94,304 per year, or $45.3 per hour.

Registered Financial Advisor - St Louis

Human Agency

Remote

Full-time

Re-posted 3 days ago


Job description

Location: Remote (US only)

Type: Full-Time

About Human Agency

We're scaling rapidly and have a growing pipeline of opportunities that demand exceptional talent across disciplines. Our mission is to bring on individuals, from creative producers to technical experts to entrepreneurial leaders, who can help us realize this next chapter of growth.

We are a company of doers. Leaders roll up their sleeves, teams work flat, and everyone contributes to what ships. Titles don't insulate us from feedback or basics. We invite critique, learn quickly, and keep raising the bar. The best ideas win here, no matter where they come from, because clients trust us to deliver the strongest outcomes every time.

Our clients' missions, products, and bottom lines are sacred. We immerse ourselves in their world, becoming stewards of their goals and partners in solving big problems. Every product, strategy, or asset we create must be both beautiful and functional; practical, usable, and designed for real-world impact.

Humans are our most valuable resource, and we only grow by hiring people who push us forward. Across strategy, engineering, design, data, and operations, we seek out teammates who raise the bar and make us better. Always hire up, never down.

We partner with organizations of all sizes to explore, design, and implement AI strategies that are secure, scalable, and human-centered. We believe AI should amplify human potential, not replace it, and we build with that conviction in every engagement. From advisory and tooling to implementation and education, we meet clients where they are and help them integrate AI in ways that align with their mission and values. Our goal is to empower teams to work smarter, move faster, and unlock new possibilities through thoughtful, responsible innovation.

And through it all, we lead with purpose, love, and adventure. We do meaningful work with people we care about, and we make the ride an adventure worth taking. Because at Human Agency, who we are and how we work are one and the same.

The Opportunity

We're launching an AI Resilience Fund, and we need someone who can translate a sophisticated investment thesis into relationships, trust, and assets under management. This isn't about pitching a commodity product to prospects who fit a demographic profile. It's about guiding individuals and families through a once-in-a-generation shift in how wealth, work, and security are structured.

You'll advise clients who know the world is changing but don't know how to position themselves for it. They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them make decisions that protect and grow their wealth in that context.

This role exists because the old playbook is breaking. The fund's thesis demands an advisor who can both grow a book of business and think deeply about what resilience means when the rules are rewriting themselves in real time.

What You'll Own
  • Client acquisition and AUM growth. You build and expand relationships with individuals and families who need thoughtful guidance in a world being reshaped by AI. You're accountable for bringing in assets and growing the fund through trust, insight, and real results.
  • Personalized financial advisory aligned with the AI resilience thesis. You develop strategies that account for disruption scenarios, economic restructuring, and long-term positioning in an AI-driven economy. Every recommendation reflects both sound financial principles and a clear-eyed view of what's coming.
  • Collaboration with the fund management team. You work closely with investment leadership to refine the thesis, translate macro trends into client-facing insights, and ensure the advice you give is grounded in the fund's strategy and performance.
  • Client education and thought leadership. You help clients understand not just what to do, but why. You translate complex ideas about AI, technology policy, labor markets, and capital flows into clarity and confidence.
  • Continuous learning and market intelligence. You stay current on AI developments, regulatory shifts, economic indicators, and emerging risks. You bring that knowledge into every client conversation and feed it back into the firm's strategic thinking.
Who You AreExperience & Skills
  • Active RIA (Registered Investment Adviser) or Series 65/66 licensure required, with a clean regulatory record and a track record of ethical, client-first practice.
  • Proven ability to acquire and grow client relationships. You've built a book of business before, and you know how to earn trust, deliver value, and turn prospects into long-term clients.
  • 5+ years of experience in financial advisory, wealth management, or a related field where you've advised individuals or families on portfolio construction, risk management, and financial strategy.
  • Comfort operating in ambiguous, evolving domains. You don't need a playbook handed to you - you can think independently, synthesize information, and make sound recommendations even when the landscape is shifting.
  • Strong written and verbal communication skills. You can explain complex ideas clearly, tailor your message to different audiences, and build confidence through how you show up and what you say.
Mindset & Traits
  • You genuinely believe AI is reshaping the economy, and you want to help people navigate that transformation. This isn't a marketing angle for you - it's a conviction that informs how you think about risk, opportunity, and what it means to be positioned well.
  • You're a builder, not a maintainer. You're energized by the idea of growing something from scratch, not managing a mature book of business that runs on autopilot.
  • You think in systems and scenarios, not just products and allocations. You understand that advising well in this environment means thinking about second-order effects, tail risks, and how things interconnect.
  • You're comfortable being wrong and updating your views. The world is changing quickly, and the best advisors are the ones who can revise their thinking when new information comes in.
  • You respect the responsibility of handling other people's wealth. You take fiduciary duty seriously, and you operate with integrity even when no one is watching.
Compensation & Logistics
  • Remote position open to candidates based in the United States.
  • Full-time role with competitive compensation structure aligned with AUM growth and client outcomes.
  • Occasional travel required for client meetings, team offsites, and industry events.
  • Must maintain active RIA or Series 65/66 licensure and comply with all regulatory requirements.
Equal Opportunity Commitment

Human Agency is an Equal Opportunity Employer. We value diverse perspectives and are committed to building inclusive, high-performing teams where everyone can do their best work.