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First Command Financial Advisor Jobs in Provo, UT

Slant

Customer Success Manager

Lehi, UT · On-site

$60 - $80/hr

... amazing financial advisors using Slant. At Slant, Customer Success spans from the first onboarding call to the consistent check-ins with our customers. The goal of the CS team is to help our ...

Provo College

Financial Aid Advisor

Provo, UT

$19.25 - $24.50/hr

As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective ... Medical, Dental and Vision starting the 1st of the month following 30 days of employment * 2 Weeks ...

Unitek Learning

Financial Aid Advisor

Provo, UT · On-site

$19.25 - $24.50/hr

As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective ... Medical, Dental and Vision starting the 1st of the month following 30 days of employment * 2 Weeks ...

Unitek Learning

Financial Aid Advisor

Provo, UT · On-site

$19.25 - $24.50/hr

As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective ... Medical, Dental and Vision starting the 1st of the month following 30 days of employment * 2 Weeks ...

Droplet

Financial Analyst

Draper, UT · Hybrid

In your first year, the majority of your time is billing, collections, and the transactional side ... As you get command of that, analytical work moves to you - forecasting, SaaS metrics, reporting ...

Droplet

Financial Analyst

Draper, UT · On-site

In your first year, the majority of your time is billing, collections, and the transactional side ... As you get command of that, analytical work moves to you - forecasting, SaaS metrics, reporting ...

BofA Securities

Wealth Strategies Advisor

Lehi, UT · On-site +1

$177K - $300K/yr

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CO ...

LVT

Lead Financial Analyst

American Fork, UT · On-site

... first. Outside of R&D, you'll support many of our operational leaders and lead special projects ... Systems Command: Hands-on experience with ERP, Financial Forecasting (Adaptive-preferred), and AI ...

Bank of America

Wealth Strategies Advisor

Lehi, UT · On-site +1

$177K - $300K/yr

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CO ...

Pattern

Sr. Financial Analyst

Lehi, UT · Hybrid

$80K - $100K/yr

In this role, you won't just run reports-you'll take command of critical workstreams, forge ... What does success look like in the first 30, 60, 90 days? 30 Days: Learning & Discovery * Conduct a ...

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Showing results 21-40

All JobsFirst Command Financial Advisor JobsFirst Command Financial Advisor Jobs in Provo, UT

First Command Financial Advisor information

See Provo, UT salary details

$34.1K

$96.6K

$136.2K

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

As of Sep 7, 2026, the average yearly pay for first command financial advisor in Provo, UT is $96,615.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,900.00 and $123,900.00 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 job categories do people searching First Command Financial Advisor jobs in Provo, UT look for?

The top searched job categories for First Command Financial Advisor jobs in Provo, UT are:

What cities near Provo, UT are hiring for First Command Financial Advisor jobs?

Cities near Provo, UT 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 Provo, UT 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 $96,615 per year, or $46.4 per hour.

Customer Success Manager

Slant

Lehi, UT • On-site

$60 - $80/hr

Other

Re-posted 6 days ago

Job description

About Slant

Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor. There is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice.

Legacy software is ripe to be disrupted by AI native solutions in every industry. Financial advisor CRMs are exceptionally ready to be replaced. The two leading players have either been acquired by larger companies or received a majority PE investment. To us, that is a signal that they are busy counting their money instead of listening to customers and building better software.

We launched Slant in August of 2025 and have seen exceptional growth. Over 100 firms have switched their CRM to Slant, with more migrating every day.

We strive for excellence at Slant - we don’t want to build something OK, we want to build something amazing. We have raving fans, which is quite a fun feeling - here is one example from today

At Slant, we believe that relationships matter. That's true for financial advisors to their clients, but that's also true for us and our customers. We're looking for Customer Success Managers who also believe that relationships matter and can help our customers make the most of our platform

We are looking for Customer Success Managers who want to help the amazing financial advisors using Slant. At Slant, Customer Success spans from the first onboarding call to the consistent check-ins with our customers. The goal of the CS team is to help our customers get the most value possible from Slant. Help them stay informed about new features and support customers as they navigate critical projects.

Advisors are relationship people, and we want them to have a great relationship with their CSM at Slant.

Job Description
  1. Onboard all new customers - ensuring data is migrated, and the team is trained on how to use Slant
  2. Ensure your clients are using Slant, satisfied with Slant, and getting as much value as possible from Slant. This will usually take the form of some recurring check‑ins with your entire book of business.
  3. Be both an advocate for our customers & a shield to our developers. Our CSMs know which things are worthy of escalating to engineering and which things can wait. They can cut through the noise of one‑off emails and distill them into meaningful feature requests.
  4. Be a great communicator. Our CSMs speak plainly and precisely and know their audience. Speaking to a customer and speaking with an engineer are very different, and our CSMs know how to speak both languages.
  5. Become an expert on RIAs and financial advisors - you will need to know RIAs, RMDs, annual reviews, compliance, and more.
  6. Collaborate with sales and support - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together
Ideal Candidate
  1. 1-2 years tech/software experience
  2. Loves to learn
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