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First Command Financial Advisor Jobs in Colonial Heights, VA

Elevance Health

PBM Financial Analyst Lead

Richmond, VA · On-site

$74K - $135K/yr

Non-Management Exempt Workshift: 1st Shift (United States of America) Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes for ...

Warren Whitney

Chief Financial Officer

Richmond, VA · On-site

$160K - $240K/yr

... trusted advisor for financial matters to multiple successful business owners. You'll tackle a ... Client-First Mentality - We're not a "check-the-box" firm. We prioritize long-term relationships ...

Elevance Health

PBM Financial Analyst Lead

Richmond, VA

$74K - $135K/yr

CarelonRx pairs a strong, clinical-first lens with deep pharmacy expertise to create solutions that ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

AutoZone

Human Resources Advisor

Providence Forge, VA · On-site

Since opening our first store in 1979, AutoZone has grown into a leading retailer and distributor ... financial well-being. All AutoZoners (Full-Time and Part-Time): * Competitive pay * Unrivaled ...

AutoZone

Human Resources Advisor

Providence Forge, VA · On-site

About Us Since opening our first store in 1979, AutoZone has grown into a leading retailer and ... financial well-being. All AutoZoners (Full-Time and Part-Time): * Competitive pay * Unrivaled ...

Bank of America

Private Client Advisor II

Richmond, VA · On-site

At Bank of America, we are guided by a common purpose to help make financial lives better through ... High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of ...

Truist

Privately Held Investments Manager

Richmond, VA · On-site

$145K - $160K/yr

... and Financial Advisor (CTFA), Certified Financial Planner (CFP) or comparable designation 3. ... first year of employment, along with 10 sick days (also prorated), and paid holidays. For more ...

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Showing results 21-40

All JobsFirst Command Financial Advisor JobsFirst Command Financial Advisor Jobs in Colonial Heights, VA

First Command Financial Advisor information

See Colonial Heights, VA salary details

$33.4K

$94.8K

$133.6K

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

As of Aug 11, 2026, the average yearly pay for first command financial advisor in Colonial Heights, VA is $94,752.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,600.00 and $121,500.00 per year, depending on experience, location, and employer.

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 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 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.

What job categories do people searching First Command Financial Advisor jobs in Colonial Heights, VA look for? The top searched job categories for First Command Financial Advisor jobs in Colonial Heights, VA are:
What cities near Colonial Heights, VA are hiring for First Command Financial Advisor jobs? Cities near Colonial Heights, VA with the most First Command Financial Advisor job openings:
First Command Financial Advisor jobs near you
Infographic showing various First Command Financial Advisor job openings in Colonial Heights, VA 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 $94,752 per year, or $45.6 per hour.

Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center

Bank of America

Richmond, VA • On-site

$28.85 - $33.65/hr

Full-time

PTO

Re-posted 20 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 526 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
    Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele

Required Qualifications:
  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time and capacity
  • Experience in cultivating client relationships, assessing needs and recommending solutions
  • Success creating strong peer relationships through effective communication and collaboration
  • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology or applications

Desired Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Skills:
  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus
  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence
  • Oral Communications
  • Risk Management
  • Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - VA - Richmond - 15 W 7th St - Richmond Manchester (VA2988)
Pay and benefits information
Pay range
$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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