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First Command Financial Advisor Jobs in Kennedale, TX

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Principal Financial Analyst

Fort Worth, TX · On-site

$110 - $140/hr

How will this role impact First Command? The Supervision and Communications Principal is ... Provides principal review and approval of one-time-use items submitted by Advisors and/or their ...

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All JobsFirst Command Financial Advisor JobsFirst Command Financial Advisor Jobs in Kennedale, TX

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 Aug 12, 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 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 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 82% Full Time, and 18% Part Time. Highlights an 100% In-person job distribution, with an average salary of $92,139 per year, or $44.3 per hour.

Compliance Officer, Field Examiner

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Posted 25 days ago

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 Compliance Officer, Field Examiner serves as a key contributor to First Command's branch inspection program by conducting branch inspections, evaluating supervisory controls, identifying regulatory and operational risks, and promoting a culture of compliance throughout the organization. This role is responsible for planning and executing inspections of OSJs, branch offices, residential supervisory locations, and non-registered locations in accordance with applicable regulatory requirements and firm policies.
The Field Examiner analyzes business activities, supervisory practices, books and records, and client interactions to assess compliance with FINRA, SEC, state regulatory, and firm requirements. This position collaborates with Compliance leadership and business partners to identify emerging risks, recommend corrective actions, communicate best practices, and support ongoing enhancements to the firm's supervisory and compliance framework.
What will the employee do in this role?
Branch Exams:
  • Prepare, schedule and conduct Financial Advisor inspections related to First Command Broker/Dealer and Investment Advisory business to ensure compliance with applicable industry rules, firm supervisory procedures and policies.
  • Analyze branch, advisor, and operational data to identify risk indicators, emerging trends, and areas requiring enhanced supervisory review. Conduct targeted review procedures based on regulatory developments, firm risk assessments, emerging compliance trends, and prior examination results.
  • Identify matters requiring further review and coordinate with Compliance leadership and appropriate business partners to support investigations, fact gathering, and issue resolution.
  • Prepare inspection reports and ensure all noted deficiencies are adequately addressed within the branch office and advisor response in a timely manner.
  • Evaluate the design and operating effectiveness of branch supervisory controls, supervisory practices, and compliance processes to determine whether regulatory and firm requirements are being effectively implemented.
  • Evaluate the effectiveness of corrective actions and remediation efforts and determine whether underlying root causes have been appropriately addressed.
  • Maintain proficiency regarding regulatory developments, industry trends, and emerging compliance risks impacting the firm's business activities.
  • Serve as a compliance resource for Financial Advisors, supervisors, and administrative staff by providing guidance, education, and training regarding regulatory requirements, firm policies, supervisory expectations, and industry best practices.
  • Maintain detailed examination workpapers and supporting documentation sufficient to support findings, conclusions, corrective actions, and regulatory inquiries.
  • Prepare clear, concise, and professional written reports, findings, recommendations, and communications for field leaders, advisors, Compliance management, and executive stakeholders.
  • Analyze examination results across assigned division to identify recurring deficiencies, emerging risks, and root causes, and provide recommendations to strengthen supervisory controls, training, and compliance oversight programs.
  • Promptly escalate potential violations, customer complaints, ethical concerns, supervisory failures, or other matters presenting legal, regulatory, reputational, or operational risk.
  • Evaluate the adequacy and effectiveness of workflows and inspection tools and assist in the development and enhancement of specific compliance-related forms.
  • Provide field intelligence to the Compliance Leadership for possible red flags or risks to the firm.
  • Cultivate positive, solutions-oriented relationships to efficiently serve the field.
  • Assist with other duties as assigned.

Approximately 30-40% of travel required to field office locations depending on assigned division.
Other Compliance Requirements:
  • Collaborate with management to develop communications that foster a culture of compliance.
  • Contribute to the development and implementation of compliance training and continuing education based upon exam findings.
  • Effectively communicate policies and procedures at the Home Office and to the field.
  • Support regulatory examinations, audits, and information requests by providing documentation, analysis, and subject matter expertise related to branch supervision and inspection activities.
  • Participate in special projects, risk assessments, and other Compliance initiatives as assigned.

What skills & qualifications do you need?
Education
  • A bachelor's degree in relevant field required (industry experience may be considered in lieu of a degree).

Work Experience
  • Preferably 3 or more years experience in compliance, supervision, branch examinations, audit, operations, risk management, or other financial services functions with demonstrated knowledge of securities and insurance regulations.

Certifications
  • Series 7 and 24 required. If not currently held, licenses must be obtained within a timeframe established by management and consistent with business needs.
  • Series 51, 63, 65, Group I Insurance preferred or willingness to obtain for professional development.

Required Knowledge, Skills, and Abilities
  • Ability to effectively manage multiple priorities and projects simultaneously.
  • Knowledge of FINRA, SEC, and state regulatory requirements applicable to broker-dealer and investment advisory business activities.
  • Team player but possesses the ability to work independently when needed.
  • Strong interviewing, fact-gathering, and written communication skills with the ability to prepare clear, concise, and well-supported examination reports
  • Ability to influence business partners and recommend corrective actions in a professional, collaborative and constructive manner
  • Ability to demonstrate problem-solving/analytical skills to assess the significance of findings and pursue them to their logical conclusion.
  • Excellent research, analytical, and problem-solving skills.
  • Strong presentation and facilitation skills for delivery of field training and compliance communications.

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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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