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First Command Financial Advisor Jobs in Roy, UT (NOW HIRING)

U.S. Navy

Aviation Officer

Ogden, UT · On-site

... financial burdens and advance your career with generous financial assistance and continuing ... VOLED Region Advisors * Navy War College (NWC) * USAF Air University Air Command and Staff College ...

U.S. Navy

Aviation Officer

Ogden, UT · On-site

... financial burdens and advance your career with generous financial assistance and continuing ... VOLED Region Advisors * Navy War College (NWC) * USAF Air University Air Command and Staff College ...

VASA Fitness

Member Experience Specialist

Layton, UT · On-site

$11.50 - $14.50/hr

As the first friendly face at the front desk, the Member Experience Specialist sets the tone for ... financial advising, legal advice, and more. * 30+ hours/week: Paid Time Off, Medical / Dental ...

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

First Command Financial Advisor information

See Roy, UT salary details

$34.3K

$97.4K

$137.3K

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 Roy, UT is $97,414.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,500.00 and $124,900.00 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 cities near Roy, UT are hiring for First Command Financial Advisor jobs?

Cities near Roy, UT with the most First Command Financial Advisor job openings:

First Command Financial Advisor jobs near you

Wealth Advisor - America First Credit Union

LPL Financial

Ogden, UT • On-site

Full-time

Re-posted 3 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 154 rated financial services

Job description

Job Description

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.

This role will require the employee to work on-site at the local bank branch located in Ogden, UT.

Job Overview:

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches.

Responsibilities:

  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.

  • Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions

  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.

  • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements

  • Delivering a high quality customer service experience during each customer interaction

  • Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate

  • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What are we looking for?

We wantstrong collaborators who can deliver a world-class client experience. We are looking for people who thrive in afast-paced environment, are client-focused, team oriented, and are able to execute in a way that encouragescreativityandcontinuous improvement.

Requirements:

  • High school diploma or equivalent (Bachelor's Degree Preferred)

  • Minimum of two (2) years investment sales experience (preferably in a financial institution)

  • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66

  • Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)

  • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Preferences:

  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results

  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space

  • Excellent knowledge of investment/insurance products and financial planning

Core Competencies:

  • Strong self-motivation and ability to work independently

  • Excellent verbal, written and interpersonal communication skills

  • Possess strong organization skills

  • Excellent customer service and business focus with a great attention to detail

  • Effective research and analysis skills

#LI-Onsite


Pay Range:58,500-70,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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