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First Command Financial Advisor Jobs in Erie, PA

Mintex Technology

Tax Strategist/ Tax Consultant

Erie, PA · Remote

$80K - $110K/yr

Collaborate with internal teams, financial advisors, and external vendors to support client needs ... Excellent written and verbal communication skills, with a client-first approach * Proficiency with ...

Definiti

Inside Sales Representative

Erie, PA · On-site +1

... Financial Advisors, Recordkeepers, and/or Plan Sponsors is preferred • Experience with CRM tools (e.g., HubSpot, Salesforce) preferred REMOTE WORKING REQUIREMENTS As a remote-first company, we have ...

DEFINITI LLC

Inside Sales Representative

Erie, PA

... Financial Advisors, Recordkeepers, and/or Plan Sponsors is preferred Experience with CRM tools (e.g., HubSpot, Salesforce) preferred REMOTE WORKING REQUIREMENTS As a remote-first company, we have ...

U.S. Navy

Aviation Officer

Erie, PA

... financial burdens and advance your career with generous financial assistance and continuing ... VOLED Region Advisors * Navy War College (NWC) * USAF Air University Air Command and Staff College ...

U.S. Navy

Aviation Officer

Erie, PA · On-site

... financial burdens and advance your career with generous financial assistance and continuing ... VOLED Region Advisors * Navy War College (NWC) * USAF Air University Air Command and Staff College ...

Definiti

Retirement Plan Consultant

Erie, PA · On-site +1

Collaborate with Plan Sponsors, Recordkeepers, Financial Advisors, and Auditors to deliver tailored ... A virtual-first work philosophy for most jobs * 401(k) with up to 4% match * Flexible PTO allows ...

DEFINITI LLC

Retirement Plan Consultant

Erie, PA · Remote

Collaborate with Plan Sponsors, Recordkeepers, Financial Advisors, and Auditors to deliver tailored ... A virtual-first work philosophy for most jobs * 401(k) with up to 4% match * Flexible PTO allows ...

U.S. Navy

Supply and Logistics Officer

Erie, PA

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... Command and Staff College QUALIFICATIONS AND REQUIREMENTS * Bachelor's degree * U.S. citizen or ...

U.S. Navy

Supply and Logistics Officer

Erie, PA · On-site

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... Command and Staff College QUALIFICATIONS AND REQUIREMENTS * Bachelor's degree * U.S. citizen or ...

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All JobsFirst Command Financial Advisor JobsFirst Command Financial Advisor Jobs in Erie, PA

First Command Financial Advisor information

See Erie, PA salary details

$34.9K

$99K

$139.5K

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

As of Aug 5, 2026, the average yearly pay for first command financial advisor in Erie, PA is $98,951.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $126,900.00 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 are popular job titles related to First Command Financial Advisor jobs in Erie, PA? For First Command Financial Advisor jobs in Erie, PA, the most frequently searched job titles are:
What job categories do people searching First Command Financial Advisor jobs in Erie, PA look for? The top searched job categories for First Command Financial Advisor jobs in Erie, PA are:
What cities near Erie, PA are hiring for First Command Financial Advisor jobs? Cities near Erie, PA with the most First Command Financial Advisor job openings:
First Command Financial Advisor jobs near you

Tax Strategist/ Tax Consultant

Mintex Technology

Erie, PA • Remote

$80K - $110K/yr

Full-time

Re-posted 18 days ago

Job description

Job Title: Tax Strategist / Tax Consultant
Location: Remote – Open to candidates across the United States
Employment Type: Full-time, Permanent

Position Summary

We are seeking a highly skilled and proactive Tax Strategist / Tax Consultant to join our growing team. This is a dynamic, client-facing advisory role focused on developing and implementing forward-thinking tax strategies for entrepreneurial small business clients. The ideal candidate is experienced, analytical, and passionate about helping clients achieve their financial goals through tax optimization.

Key Responsibilities

  • Design and implement customized tax strategies that align with clients’ personal and business objectives

  • Advise clients on tax-efficient structuring, deductions, credits, and overall planning

  • Translate complex tax regulations into clear, actionable guidance for clients

  • Lead clients through the full lifecycle of tax planning, including strategy, implementation, and compliance

  • Collaborate with internal teams, financial advisors, and external vendors to support client needs

  • Monitor tax law changes and industry developments to ensure compliance and optimization

  • Represent clients during audits and communicate directly with tax authorities as needed

  • Mentor and support colleagues, fostering a collaborative and growth-oriented team environment

Required Qualifications

  • Active CPA license or IRS Enrolled Agent (EA) designation

  • Minimum of 5 years of experience in tax strategy, planning, and compliance

  • Demonstrated success in advising small business clients on effective tax planning

  • Experience working with entrepreneurial and owner-operated businesses

  • Strong analytical skills and deep understanding of U.S. tax regulations

  • Comfortable navigating non-standard or incomplete financial documentation

  • Excellent written and verbal communication skills, with a client-first approach

  • Proficiency with tax software and cloud-based accounting platforms

  • Ability to self-manage and thrive in a remote work environment

  • Solutions-oriented, independent, and proactive mindset

Preferred Qualifications

  • Industry experience working with clients in law, real estate, consulting, or other professional services

  • Managerial or supervisory experience within a CPA firm or tax advisory environment

  • Background in training or mentoring junior staff or cross-functional team members

  • Experience representing clients in audits or before tax authorities