How will this role impact First Command? The Advanced Planning Consultant (APC) serves as a technical financial planning specialist and strategic partner for Financial Advisors. This role supports ...
How will this role impact First Command? The Advanced Planning Consultant (APC) serves as a technical financial planning specialist and strategic partner for Financial Advisors. This role supports ...
Experience Research and Design Lead
Fort Worth, TX · Hybrid
$159K/yr
The financial services industry is highly competitive, but we believe that First Command provides a unique value proposition for our nation's military families and therefore must sharpen our insights ...
Experience Research and Design Lead
Fort Worth, TX · Hybrid
$159K/yr
The financial services industry is highly competitive, but we believe that First Command provides a unique value proposition for our nation's military families and therefore must sharpen our insights ...
Developer l
Fort Worth, TX · On-site
How will this role impact First Command? The Developer I works closely with members of their team, participating in most aspects of the software development lifecycle, primarily in development ...
Developer l
Fort Worth, TX · On-site
How will this role impact First Command? The Developer I works closely with members of their team, participating in most aspects of the software development lifecycle, primarily in development ...
Developer l
Fort Worth, TX · Hybrid
How will this role impact First Command? The Developer I works closely with members of their team, participating in most aspects of the software development lifecycle, primarily in development ...
Developer l
Fort Worth, TX · Hybrid
How will this role impact First Command? The Developer I works closely with members of their team, participating in most aspects of the software development lifecycle, primarily in development ...
Experience Research and Design Lead
Fort Worth, TX · On-site
$160K/yr
The financial services industry is highly competitive, but we believe that First Command provides a unique value proposition for our nation's military families and therefore must sharpen our insights ...
Experience Research and Design Lead
Fort Worth, TX · On-site
$160K/yr
The financial services industry is highly competitive, but we believe that First Command provides a unique value proposition for our nation's military families and therefore must sharpen our insights ...
Financial Advisor
Irving, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Irving, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Mansfield, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Mansfield, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Fort Worth, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Fort Worth, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Irving, TX · On-site
$61K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Irving, TX · On-site
$61K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$61K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$61K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Irving, TX · On-site
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Irving, TX · On-site
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Irving, TX · On-site
$61K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Irving, TX · On-site
$61K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$61K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$61K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
That starts with our award-winning curriculum designed to support your first three years in the ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Fort Worth, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Fort Worth, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Irving, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
Financial Advisor
Irving, TX · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... That starts with our award-winning curriculum designed to support your first three years in the ...
First Command Financial Advisor information
See Kennedale, TX salary details
$32.5K - $41.3K
3% of jobs
$41.3K - $50.2K
3% of jobs
$50.2K - $59K
10% of jobs
$59K - $67.9K
9% of jobs
$68.1K is the 25th percentile. Wages below this are outliers.
$67.9K - $76.8K
11% of jobs
$76.8K - $85.6K
8% of jobs
The median wage is $91.4K / yr.
$85.6K - $94.5K
11% of jobs
$94.5K - $103.3K
10% of jobs
$103.3K - $112.2K
10% of jobs
$114.4K is the 75th percentile. Wages above this are outliers.
$112.2K - $121K
8% of jobs
$121K - $129.9K
19% of jobs
$32.5K
$92.1K
$129.9K
How much do first command financial advisor jobs pay per year?
What are some common challenges faced by a First Command Financial advisor when working with military families?
What are the key skills and qualifications needed to thrive as a First Command Financial advisor, and why are they important?
What does a First Command Financial advisor do?
What is the difference between First Command Financial Advisor vs Financial Planner?
| Aspect | First Command Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | Series 6/7, 63, 65/66, Life & Health licenses | CFP, Series 7, 66, State licenses |
| Work Environment | Financial services firms, often direct client interactions | Independent or firm-based, advising clients on financial plans |
| Industry Usage | Primarily in financial advisory firms, focusing on military and middle-income clients | Broader 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.

Full-time
Retirement
Posted 5 days ago
First Command Financial Services rating
7.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
How will this role impact First Command?
The Advanced Planning Consultant (APC) serves as a technical financial planning specialist and strategic partner for Financial Advisors. This role supports advisors at all levels of experience in developing and delivering comprehensive financial planning through plan analysis, financial planning tools, strategy development, opportunity identification, and participating in client meetings. The APC collaborates and coordinates with Investment Management, Integrated Sales, financial product teams, and external business partners to align planning strategies with firm capabilities and client needs. The position requires strong technical expertise, relationship management, effective communication, and the ability to manage a robust pipeline of planning engagements in progress each month.
What will the employee do in this role?
- Coach and develop advisors through case collaboration by modeling best practices, providing context and rationale, and sharing insights that build advisor knowledge, confidence, and future case-handling capabilities.
- Uses sound judgment to identify and address issues early, engaging the appropriate stakeholders or leadership when needed to resolve challenges and keep cases moving forward.
- Review and analyze complex client financial situations, identify planning opportunities, and develop customized strategies related to retirement income, tax efficiency, estate planning, investments, insurance, banking, military and federal government benefits, and legacy planning.
- Demonstrate advanced proficiency in MoneyGuide by reviewing plans, validating assumptions, modeling scenarios, evaluating tradeoffs, and developing advisor-ready recommendations.
- Conduct case review meetings with Advisors to discuss planning strategies, potential product solutions, implementation considerations, and next steps.
- Build and maintain strong partnerships with Advisors by providing technical planning guidance, consultation, and support throughout the planning process.
- Coordinate with Investment Management, Integrated Sales, Product Specialists, and external partners to obtain proposals, illustrations, analyses, and recommendations that support planning objectives.
- Manage planning cases through Salesforce, including documentation, opportunity tracking, follow-up activities, partner engagement, and case resolution.
- Maintain planning quality standards while managing a high-volume workload and meeting established service expectations.
- Stay current on financial planning concepts, industry trends, regulatory developments, tax law changes, and firm planning resources.
- Occasional travel as needed; up to 25%
Skills & Qualifications
Education
Bachelor's degree in financial planning, Finance, Business, or related field required.
Work Experience
- Five or more years of experience in financial planning, wealth management, retirement planning, or financial services required.
Certifications
- CFP® certification or advanced financial planning credential required (e.g., ChFC®, CPA/PFS, JD).
- Additional advanced designations such as RICP®, CPWA®, EA, or CLU® preferred.
Required Knowledge, Skills and Abilities
- Advanced knowledge of financial planning strategies, retirement income planning, tax-efficient distribution planning, estate planning, insurance, and investment solutions.
- Advanced proficiency with MoneyGuide or other financial planning platforms
- Strong working knowledge of Salesforce or comparable CRM platforms
- Ability to manage multiple priorities and a high-volume case workload while maintaining accuracy and service quality.
- Strong analytical, organizational, communication, presentation, and relationship management skills.
- Proven ability to collaborate effectively across Advisors, field leadership, sales teams, investment professionals, and external business partners.
- Understanding military and federal pay, benefits, and retirement systems preferred.
LI-NC1
LI-hybrid
What First Command Financial Services employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
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