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First Command Financial Advisor Jobs in Adelanto, CA

Tax Associate

Edwards, CA · On-site

$15.90 - $19.70/hr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

San Bernardino, CA · On-site

$15.90 - $19.70/hr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Fontana, CA · On-site

$15.90 - $19.70/hr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Crestline, CA · On-site

$15.90 - $19.70/hr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Tax Associate

Fontana, CA · On-site

$15.90 - $19.70/hr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

... the financial and operational impacts of negotiated agreements. San Bernardino County has ... First-round interviews with San Bernardino County are anticipated during the week of October 5, ...

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Showing results 21-40

First Command Financial Advisor information

See Adelanto, CA salary details

$37.3K

$105.8K

$149.2K

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

As of Aug 22, 2026, the average yearly pay for first command financial advisor in Adelanto, CA is $105,813.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,700.00 and $135,700.00 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 cities near Adelanto, CA are hiring for First Command Financial Advisor jobs?

Cities near Adelanto, CA with the most First Command Financial Advisor job openings:

Infographic showing various First Command Financial Advisor job openings in Adelanto, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $105,813 per year, or $50.9 per hour.

Business Specialist/IEWBC & CVWBC (UEC)

California State University

San Bernardino, CA • On-site

$40 - $50/hr

Full-time, Part-time

Re-posted 13 days ago


California State University rating

7.9

Company rating: 7.9 out of 10

Based on 46 frontline employees who took The Breakroom Quiz

209th of 621 rated colleges and universities


Job description

Business Specialist/IEWBC & CVWBC (UEC)

Apply now Job no: 559950
Work type: Auxiliary
Location: San Bernardino - San Bernardino Campus, San Bernardino - Palm Desert Campus
Categories: Excluded, Administrative, At-Will, Temporary, Part Time, On-site (work in-person at business location)

About University Enterprises Corporation at CSUSB

(This is not a state position)

University Enterprises Corporation at CSUSB ("UEC") supports the university's educational mission by providing quality services that complement the instructional program. The University depends upon UEC to provide services that cannot be supported with state funds. We're responsible for business enterprises on campus including, but not limited to, dining, bookstore, convenience store, and vending services. We also serve as the grantee for federal, state, and local funding for research and sponsored projects.

Position Summary

Temporary, Staff, Part Time, Non-Benefited position through 9/30/2026 (Appointment may be renewed annually based upon availability of funds, availability of work and satisfactory job performance). 3 positions available, 1 position per location.

Salary: $40.00-$50.00 per hour.

Locations: Appliants will have the opportunity to select the location(s) they are interested in applying for in the application portal.

  • Palm Desert ERC- 37023 Cook St Suite 102, Palm Desert, CA 92211

  • Riverside County ERC- 43200 Business Park Dr 2nd Floor, Temecula, CA 92590

  • San Bernardino ERC- 330 N D St 5th floor (Studio D), San Bernardino, CA 92401

Work Schedule

19 hours per week. Schedule to be arranged, but typically, Monday-Friday within the hours of 9:00AM to 5:30PM. Some night and weekend work required.

First Review Deadline

This position will remain open until filled. 

Typical Activities

Under minimal supervision of the CVWBC Direcotr, or the IEWBC Director the Business Specialist will work independently to:

Program Delivery & Facilitation

  • Lead workshops, trainings, and advising sessions within area of expertise.
  • Deliver practical, implementation-focused content aligned with program goals and participant needs.
  • Contribute to the development, refinement, and continuous improvement of program curriculum and tools.
  • Provide businesses with actionable frameworks, templates, and strategies that can be immediately applied.
  • Adapt session content and advising approaches based on business stage, participant engagement, and identified challenges.

Business Growth & Scaling Support

  • Advise businesses on strategies to:
    • Increase revenue and profitability.
    • Expand customer base and market reach.
    • Strengthen internal systems and operational processes.
    • Improve financial readiness and access to capital.
  • Diagnose business performance challenges and identify growth opportunities.
  • Support business owners in prioritizing and implementing growth strategies.
  • Reinforce accountability and progress tracking in coordination with the Program Manager.

Specialized Technical Advising
Finance/Capital Access

  • Prepare businesses for lending and capital access opportunities.
  • Review financial statements and assess business readiness.
  • Guide development of funding strategies including debt financing, grants, and alternative capital.

Operations/Systems

  • Advise businesses on operational efficiency, systems improvement, workflow optimization, and process development.

Sales/Revenue Growth

  • Support sales strategy development, customer acquisition, revenue generation, and market expansion efforts.

Collaboration & Stakeholder Engagement

  • Work collaboratively with the Program Manager and fellow advisors to ensure aligned program delivery.
  • Participate in coordination meetings, program evaluations, and strategic planning discussions.
  • Support a positive and cohesive participant experience across all program activities.

Performance Tracking & Reporting

  • Document advising activities, participant engagement, and client progress.
  • Support tracking and reporting of key program outcomes including:
    • Revenue growth
    • Capital accessed
    • Job creation and retention
  • Maintain accurate program documentation and reporting records.

Local and regional travel is required.

Minimum Qualifications

  • Education:
    • Bachelor's degree in Business Administration, Finance, Marketing, Management, Entrepreneurship, or a related field preferred.
    • Equivalent professional experience in business management, financial analysis, consulting, or business ownership may substitute for formal education.
    • At least two years of business management or business ownership experience may also be considered.
  • Experience:
    • Experience working directly with or operating businesses in the $500K-$2M+ revenue range.
    • Demonstrated ability to improve business performance in areas such as revenue growth, operational efficiency, or capital readiness.
    • Experience advising, consulting, managing, or scaling businesses.
    • Experience facilitating workshops, training sessions, or advising engagements.
    • Strong understanding of real-world business implementation and execution strategies.
  • Other:
    • Knowledge
      • Business growth strategies and scaling methodologies.
      • Financial analysis, operational systems, or sales strategy depending on area of specialization.
      • Small business operations and entrepreneurship.
      • Capital readiness and business financing fundamentals\Adult learning, facilitation, and business advising practices.
    • Skills
      • Strong facilitation, coaching, and presentation skills.
      • Excellent analytical and problem-solving abilities.
      • Ability to translate complex business concepts into actionable strategies.
      • Strong communication and relationship-building skills.
      • Effective time management and organizational skills.
    • Abilities
      • Ability to work independently while collaborating within a team environment.
      • Ability to build trust and credibility with business owners.
      • Ability to support implementation and accountability, not just provide recommendations.
      • Ability to adapt advising approaches based on participant needs and industries.
      • Ability to manage multiple client engagements simultaneously.

Preferred Qualifications:

  • Business ownership or executive leadership experience. 
  • Background in consulting, lending, economic development, or entrepreneurship support programs. 
  • Experience working with diverse entrepreneurs and industries. 
  • Experience in hands-on operational roles such as operator, strategist, consultant, or lender. 
  • Proven track record of helping businesses achieve measurable growth outcomes.

Special Requirements:

  • This position requires regular and occasional travel throughout the Coachella Valley and Inland Empire regions to support workshops, advising sessions, meetings, and program activities.
  • The advisor must be able to travel independently to various office locations, partner sites, and client locations as needed.
  • Valid California driver's license, reliable transportation, and proof of insurance may be required.
  • Occasional evening availability may be necessary to support program delivery and community events.

Core Values:

Successful candidates will demonstrate alignment with the organization's core values:

  • Think Like an Owner.
  • Results Driven.
  • Continuous Learning.
  • Community Impact Focused.

Benefits Include:

  • Sick pay accruals
  • Workers' Compensation, Unemployment Insurance, State Disability Insurance
EQUAL OPPORTUNITY EMPLOYER

University Enterprises Corporation at CSUSB is committed to a diverse workforce and affirmative action, and is an equal opportunity employer. UEC maintains and promotes a policy of non-discrimination and non-harassment on the basis of race, sex, gender, color, age, religion, national origin, ancestry, marital status, sexual orientation, physical or mental disability, pregnancy, medical condition, genetic characteristics, status as a disabled veteran, or disabled veteran of the Vietnam era.
To view the UEC Affirmative Action Program, please contact UEC Human Resources at UEC-HR@csusb.edu Monday through Friday between the hours of 8:00am and 5:00pm.
As an equal opportunity employer, University Enterprises Corporation at CSUSB (UEC) is committed to a diverse workforce.  If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access UEC's career website as a result of your disability.  You may request reasonable accommodations by contacting UEC's Human Resources Manager at UEC-HR@csusb.edu.
 

EEO AA Policy Statement 

Employment of Individuals with Disabilities and Protected Veterans

Supplemental Information

UEC is an EOE - Minority/Female/Disability/Veterans. This position will remain open until filled. This has been designated as a sensitive position. The selected candidate must successfully pass a thorough background investigation to include a criminal history check prior to appointment.

Advertised: 09 Jul 2026 Pacific Daylight Time
Applications close:

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About California State University

Sourced by ZipRecruiter

California State University, Fresno is one of 23 campuses in the California State University System. The University's mission is to boldly educate and empower students for success through our values of Discovery, Diversity and Distinction. The current student population is more than 25,000, including a large percentage of students with diverse and culturally rich backgrounds. The University serves the San Joaquin Valley while maintaining deep involvement with the state, nation, and across the globe.

Industry

Colleges, universities, and professional schools

Company size

1,001 - 5,000 Employees

Headquarters location

Long Beach, CA, US