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First Command Financial Advisor Jobs in Kennedale, TX

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First Command Financial Advisor information

See Kennedale, TX salary details

$32.5K

$92.1K

$129.9K

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

As of Sep 3, 2026, the average yearly pay for first command financial advisor in Kennedale, TX is $92,139.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,700.00 and $118,200.00 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 Kennedale, TX are hiring for First Command Financial Advisor jobs?

Cities near Kennedale, TX 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 Kennedale, TX as of August 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 100% In-person job distribution, with an average salary of $92,139 per year, or $44.3 per hour.

Client Engagement Specialist

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


How will this role impact First Command?
The Client Engagement Specialist (CES) plays a critical role within First Command, serving as an initial point of contact for prospective and existing clients. This position focuses on engaging individuals through proactive outreach, conducting discovery conversations to understand their financial goals, and providing information about how First Command can support their needs. By acting as a financial coach and providing relevant resources, the Specialist helps clients and prospects make informed decisions while transitioning them to Financial Advisors for continued support. This role directly impacts First Command's mission by fostering meaningful client relationships and creating opportunities for long-term partnerships.
What will the employee be doing?
  • Proactively contact marketing-generated leads to initiate conversations and build rapport
  • Conduct discovery interviews to understand prospects' financial goals, needs, and concerns.
  • Provide clear explanations of First Command's services and resources without offering specific financial advice or recommendations.
  • Act as a financial coach by sharing relevant information and tools to help prospects make informed decisions.
  • Strategically collaborate with Financial Advisors to transition qualified clients for further discussions and financial planning.
  • Document all client interactions and updates in the CRM system accurately and promptly.
  • Execute outreach campaigns as directed by leadership to engage potential clients.
  • Maintain compliance with industry regulations and company policies during all client interactions.

What skills and qualifications does this employee need?
Education
  • Bachelor's degree or equivalent work experience required

Experience
  • 2+ years of experience in customer engagement, sales, or a related field preferred
  • Previous experience in financial services or contact center environments is a plus

Certifications
  • Life & Health Insurance License required (or must be obtained within 180 days of hire)
  • FINRA Series 7 and 66 licenses preferred but not required

Required Knowledge, Skills, and Abilities
  • Strong interpersonal and communication skills with the ability to engage diverse audiences.
  • Demonstrated ability to conduct effective discovery conversations and build trust.
  • Knowledge of financial planning concepts and familiarity with insurance products preferred.
  • High ethical standards with a commitment to acting in the client's best interest.
  • Strong organizational skills with attention to detail in documenting client interactions.
  • Ability to manage competing priorities in a fast-paced environment.

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Hours and flexibility

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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