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First Command Financial Advisor Jobs in Lexington, SC

H&R Block

Tax Associate

Columbia, SC · On-site

$47K - $63K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Cayce, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Greenville, SC · On-site

$53K - $70K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Spartanburg, SC · On-site

$53K - $71K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Columbia, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

West Columbia, SC · On-site

$54K - $72K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Lexington, SC · On-site

$50K - $66K/yr

... first approach Required Qualifications * Successful completion of the H&R Block Income Tax Course1 ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Southeastern College

Re-Entry Coordinator

Columbia, SC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The purpose of the Re-Entry Coordinator is to re-enroll and advise students who have previously ... Works closely with Academic, Financial Aid, and Business Departments to identify obstacles that ...

Southeastern College

Re-Entry Coordinator

Columbia, SC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The purpose of the Re-Entry Coordinator is to re-enroll and advise students who have previously ... Works closely with Academic, Financial Aid, and Business Departments to identify obstacles that ...

Southeastern College

Re-Entry Coordinator

Columbia, SC · On-site

  • Retirement

The purpose of the Re-Entry Coordinator is to re-enroll and advise students who have previously ... Re-Entry Coordinators work closely with the Financial Aid department, Academic department, and the ...

Southeastern College

Re-Entry Coordinator

Columbia, SC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The purpose of the Re-Entry Coordinator is to re-enroll and advise students who have previously ... Works closely with Academic, Financial Aid, and Business Departments to identify obstacles that ...

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Showing results 41-60

All JobsFirst Command Financial Advisor JobsFirst Command Financial Advisor Jobs in Lexington, SC

First Command Financial Advisor information

See Lexington, SC salary details

$30.8K

$87.4K

$123.3K

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

As of Aug 15, 2026, the average yearly pay for first command financial advisor in Lexington, SC is $87,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,200.00 and $112,100.00 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 Lexington, SC?

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

What job categories do people searching First Command Financial Advisor jobs in Lexington, SC look for?

The top searched job categories for First Command Financial Advisor jobs in Lexington, SC are:

What cities near Lexington, SC are hiring for First Command Financial Advisor jobs?

Cities near Lexington, SC with the most First Command Financial Advisor job openings:

First Command Financial Advisor jobs near you

Tax Associate

H&R Block

Columbia, SC • On-site

$47K - $63K/yr

Full-time

Posted 5 days ago

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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