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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 ...

VASA Fitness

Member Experience Specialist

Layton, UT

$11.40/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 ...

U.S. Navy

Supply and Logistics Officer

Ogden, UT · On-site

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... Command and Staff College QUALIFICATIONS AND REQUIREMENTS * Bachelor's degree * U.S. citizen or ...

H&R Block

Tax Associate

South Ogden, UT · On-site

$57K - $76K/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

Layton, UT · 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 ...

VASA Fitness

Member Experience Specialist

Clinton, UT

$11.40/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 ...

H&R Block

Tax Associate

UT · 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

Clinton, UT · On-site

$54K - $73K/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

Clearfield, UT · On-site

$54K - $73K/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

Magna, UT · On-site

$57K - $76K/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

North Ogden, UT · On-site

$57K - $76K/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

Roy, UT · On-site

$56K - $74K/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

Salt Lake City, UT · On-site

$56K - $74K/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

Ogden, UT · On-site

$57K - $76K/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 ...

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Showing results 21-40

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 Aug 15, 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 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 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

Personal Financial Counselor

Magellan Health Services

Hill Air Force Base, UT • On-site

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 2 days ago

Magellan Health rating

8.1

Company rating: 8.1 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor - Hill AFB, UT

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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