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First Command Financial Advisor Jobs in Oxnard, CA

Valmark Financial Group

Office Coordinator

Santa Barbara, CA · On-site

$20 - $26.75/hr

Demboski & Chapman Financial & Insurance Solutions, Inc. is looking for someone who possesses these ... first. JOIN OUR TEAM! Our firm has been professionally advising in the Santa Barbara community ...

Oxnard Mazda

Automotive Service Advisor

Oxnard, CA · On-site

$60K - $100K/yr

Health & Wellness Comes First - Comprehensive Medical, Dental, and Vision coverage for you and the ... long-term financial strength. * Growth That Matters - Training, mentorship, and advancement ...

Westlake Financial

Sales Consultant

Agoura Hills, CA · On-site

$4.0K/mo

Sales Consultant/Lending Advisor Corporate Office | On-site Westlake Financial Services is the ... Guarantee bonus of $ 1,000.00 a month for the first three (3) months, unless you exceed the bonus ...

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All JobsFirst Command Financial Advisor JobsFirst Command Financial Advisor Jobs in Oxnard, CA

First Command Financial Advisor information

See Oxnard, CA salary details

$38.1K

$108.2K

$152.5K

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

As of Sep 2, 2026, the average yearly pay for first command financial advisor in Oxnard, CA is $108,158.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,400.00 and $138,700.00 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 Oxnard, CA?

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

What cities near Oxnard, CA are hiring for First Command Financial Advisor jobs?

Cities near Oxnard, CA with the most First Command Financial Advisor job openings:

First Command Financial Advisor jobs near you

Director of Finance - Occuspace

Lewis and Clark Ventures

Westlake Village, CA • On-site

$120K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

About Occuspace
Occuspace is building the data layer for commercial real estate. Our plug-in sensors deliver real-time, privacy-first occupancy intelligence - 97% accurate, no cameras, no PII - across more than 40 million square feet for 100+ organizations including Stanford, the GSA, and UCLA.
We are a Series A company growing rapidly, with a hardware-plus-SaaS model. As we scale toward our next phase, we are hiring our first dedicated finance leader to build the financial and operational backbone of the company.
The Role
The Director of Finance is a builder seat - finance first, with real operational ownership and a small but meaningful people ops component.
You will be Occuspace's hands-on finance leader, owning the day-to-day financial engine while serving as a strategic partner to the CEO and executive team. This is not a role where you inherit a fully built function. You'll be expected to operate in the details, build scalable systems and processes, and turn financial and operational data into better decisions.
The role breaks down roughly as:
  • 70% Finance - accounting, bookkeeping, AR/AP, FP&A, board and investor reporting
  • 20% Operations - payroll, RevOps, systems, vendors and insurance, and lightweight controls
  • 10% People Ops / HR - onboarding, benefits, HRIS, headcount and compensation administration

You'll be equally comfortable overseeing closing of books, building a forecast, tightening the quote-to-cash process, running payroll, and presenting unit economics to the board. Over time, you'll help scale the function and the team beneath you.
What You'll Own
Accounting & Bookkeeping
  • Own the books end to end - maintain the general ledger, run an accurate and timely monthly close, and keep clean, audit-ready records.
  • Accounts payable - manage vendor bills, approvals, payment runs, and vendor relationships.
  • Accounts receivable - own customer invoicing, collections, and revenue recognition across hardware and SaaS contracts.
  • Treasury & cash - manage banking, cash positioning, and reconciliations while monitoring burn and runway.
  • Expense & corporate cards - administer spend policies, reimbursements, and month-end accruals.

Strategic Finance & FP&A
  • Budgeting & forecasting - build and maintain the company budget, rolling forecast, and financial model.
  • Board & investor reporting - prepare board materials, investor updates, KPI reporting, and financial analyses.
  • Decision support - advise the CEO and leadership team on pricing, hiring, capital allocation, major spend, and business cases.
  • KPIs & unit economics - track the metrics that drive enterprise value, including ARR, growth, GRR/NRR, CAC, payback, LTV/CAC, gross margin, burn multiple, and Rule of 40.
  • Data into insight - create a reliable source of truth for financial and operating data, giving leadership early visibility into trends, risks, and opportunities.

Operations
  • Payroll - own accurate, on-time payroll and related filings in partnership with the company's payroll provider/PEO.
  • RevOps - own the quote-to-cash process, billing accuracy, and sales-to-finance handoff; partner with GTM on pipeline, bookings, and renewal forecasting.
  • Systems & tooling - select and administer the finance and operational stack, including accounting, billing, expense, payroll, and FP&A systems.
  • Vendors, contracts & insurance - manage key vendor relationships, review commercial terms, and maintain appropriate insurance coverage.
  • Lightweight controls - establish practical approval workflows and internal controls appropriate for the company's stage.
  • External partners - manage relationships with CPA/tax firms, auditors, and other financial partners.

People Operations
  • HR operations - own people-ops administration: onboarding/offboarding, benefits administration, PTO, and HRIS upkeep.
  • Compensation & headcount - maintain the headcount plan and partner with leadership on compensation, offers, and incentive structures.
  • Compliance basics - keep employment, benefits, and tax filings current; partner with outside counsel and PEO on the essentials. (Note: heavy regulatory/SOX-style compliance is not the focus of this role.)

What You Bring
  • 7+ years in finance and/or accounting, including hands-on ownership of full-cycle accounting and FP&A; startup or high-growth experience strongly preferred.
  • Proven ability to operate as a one-person finance function - comfortable moving between detailed bookkeeping and executive-level strategy.
  • Strong command of SaaS and/or hardware finance, including revenue recognition, unit economics, gross margin, and recurring-revenue metrics.
  • Advanced financial modeling skills and a high bar for clean, trustworthy data.
  • Experience with modern finance tooling (e.g., QuickBooks/NetSuite, billing systems, expense and payroll platforms) and a willingness to implement and improve them.
  • Excellent communication skills - you make finance a shared language and help non-finance leaders understand and influence their numbers.
  • Bachelor's degree in finance, accounting, economics, or a related field; CPA, MBA, or prior FP&A/controller experience is a plus.
  • Comfort with ambiguity, an ownership mentality, and a bias toward building.

Compensation & Benefits
We offer a competitive package benchmarked to Series B startups in Southern California. Final compensation will depend on experience and scope.
  • Base salary
  • Performance bonus - target 10-15% of base
  • Equity - meaningful early-stage equity
  • Benefits - medical, dental, and vision; 401(k); flexible PTO; and the opportunity to build the finance function of a category-defining company from the ground up.

Occuspace is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all employees.

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