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First Command Financial Advisor Jobs in Lebanon, PA

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages ... Recommends the financial products which best meet the customer's specific needs after advising ...

Showing results 41-60

First Command Financial Advisor information

See Lebanon, PA salary details

$35.4K

$100.4K

$141.5K

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

As of Sep 8, 2026, the average yearly pay for first command financial advisor in Lebanon, PA is $100,368.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,700.00 and $128,700.00 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 are popular job titles related to First Command Financial Advisor jobs in Lebanon, PA?

For First Command Financial Advisor jobs in Lebanon, PA, the most frequently searched job titles are:

What cities near Lebanon, PA are hiring for First Command Financial Advisor jobs?

Cities near Lebanon, PA with the most First Command Financial Advisor job openings:

Infographic showing various First Command Financial Advisor job openings in Lebanon, PA as of September 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 $100,368 per year, or $48.3 per hour.

Senior Mortgage Loan Officer - Outside Sales

Fulton Bank

PA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago


Fulton Bank rating

8.2

Company rating: 8.2 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

54th of 176 rated banks


Job description

Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
Works with prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership. Spends 80% or more of working time outside of Fulton office locations building relationships and soliciting first mortgages with realtors, builders, accountants and other external referral sources to obtain mortgage loan applications. Requires employee to cultivate self-generated prospects to generate origination of mortgage loans.
Responsibilities
  • Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages and create a continual stream of origination volume. Maintains regular contact with Realtors in their offices and on site at open house events. Meets with builders on job sites to discuss lending options related to clients they have building homes. Regularly seeks opportunities to meet with developers. Participates in building and trade shows. Participates in mixers related to real estate where relationships can continue to be built and new ones can be developed. Maintains regular contact and meets with external centers of influence such as attorneys, accountants, and financial advisors.
  • Collects and analyzes applicant's financial information to determine whether the applicant and the property qualify for a particular loan. Interviews applicants and provides required information, including income, assets, investments, debt, credit history, prior bankruptcies, judgments, and liens, as well as characteristics of property and similar information. Identifies customer's needs in conjunction with customer's financial situation and evaluates those needs in relation to available financial products. Recommends the financial products which best meet the customer's specific needs after advising customer about the risks and benefits of the loan alternatives, including the options and advantages involved. Recommends terms and conditions of mortgage loans.
  • Engages in customer specific persuasive sales activity to encourage potential customers to do business with Fulton Mortgage Company.
  • Performs work related to the loans the employee originates. Obtains and analyzes pertinent financial and credit data. Follows current loans to ensure conformity with terms. Follows up with prospective customers via telephone and email communication. Completes paperwork related to the loans originated. Prepares materials needed to support loan activities. Attends company meetings as necessary. Ensures loan originations are in accordance with regulatory compliance. Ensures documentation is completed in accordance with regulatory compliance. Communicates with all applicable parties on an ongoing basis to ensure understanding of the mortgage lending process.

Qualifications
Education
High School Diploma or equivalent. Specialty: Does not apply at this level of education. (Required)
Experience
4 or more years recent residential mortgage lending experience to include experience in the local market. (Required)
4 or more years proven ability to develop referral sources from contacts and relationships outside the organization. (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
This position is fully commissioned.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
NMLS
This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

What Fulton Bank employees say

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About Fulton Bank

Sourced by ZipRecruiter

Fulton Bank, headquartered in Lancaster, PA, US, falls under the financial services industry and operates as a subsidiary of Fulton Financial Corporation. Known for its rich history, the company was founded in 1882 and has since established itself as one of the most trusted community banks in the Mid-Atlantic region. Fulton Bank offers a comprehensive range of financial services, including retail and business banking, wealth management, and investment solutions. The company’s official website is fultonbank.com.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Lancaster, PA, US

Year founded

1882

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