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First Command Financial Advisor Jobs in Stockton, CA

Street Outreach Advisor

Modesto, CA · On-site

$23 - $25/hr

We meet individuals with kindness, respect, and understanding-listening first, honoring each person ... Disability and EAP Financial & Professional * 401(k) * Stipends * Professional Development Culture ...

Street Outreach Advisor

Modesto, CA · On-site

$23 - $25/hr

We meet individuals with kindness, respect, and understanding--listening first, honoring each ... Disability and EAP Financial & Professional * 401(k) * Stipends * Professional Development Culture ...

We meet individuals with kindness, respect, and understanding--listening first, honoring each ... Disability and EAP Financial & Professional * 401(k) * Stipends * Professional Development Culture ...

Street Outreach Advisor

Modesto, CA · On-site

$24 - $27/hr

We meet individuals with kindness, respect, and understanding--listening first, honoring each ... Disability and EAP Financial & Professional * 401(k) * Stipends * Professional Development Culture ...

... 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 ...

... 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 ...

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 ...

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 ...

Baker

Livermore, CA · On-site

$20 - $22/hr

Employee Assistance Program - FREE therapy, financial advising, legal advice, etc. * Learn To Live ... Address: | 1412 1st St , Livermore, California 94550 | Hourly Rate: $20.00 - $22.00 per hour

Baker

Livermore, CA · On-site

$20 - $22/hr

Employee Assistance Program - FREE therapy, financial advising, legal advice, etc. * Learn To Live ... Address: | 1412 1st St , Livermore, California 94550 | Hourly Rate: $20.00 - $22.00 per hour

Tax Associate

Modesto, CA · On-site

$15.90 - $19.70/hr

... 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 ...

Tax Associate

Modesto, CA · On-site

$15.90 - $19.70/hr

... 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 ...

Tax Associate

Manteca, CA · On-site

$15.90 - $19.70/hr

... 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 ...

Tax Associate

Modesto, CA · On-site

$15.90 - $19.70/hr

... 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 ...

Tax Associate

Modesto, CA · On-site

$15.90 - $19.70/hr

... 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 ...

Showing results 21-40

First Command Financial Advisor information

See Stockton, CA salary details

$37.9K

$107.6K

$151.7K

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 Stockton, CA is $107,583.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $138,000.00 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 Stockton, CA?

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

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

The top searched job categories for First Command Financial Advisor jobs in Stockton, CA are:

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

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

Infographic showing various First Command Financial Advisor job openings in Stockton, CA as of June 2026, with employment types broken down into 9% As Needed, 82% Full Time, and 9% Part Time. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $107,583 per year, or $51.7 per hour.

Street Outreach Advisor

Pacific Health Group

Modesto, CA • On-site

$23 - $25/hr

Full-time

Medical, Retirement, PTO

Re-posted 7 days ago


Job description

Location: Hybrid - Field Based (Based on Hiring County)

Employment Type: Full-Time

Compensation: $23-$25 per hour

About Pacific Health Group

At Pacific Health Group, we care deeply about the people and communities we serve. We meet individuals with kindness, respect, and understanding-listening first, honoring each person's journey, and offering support without judgment.

Through compassionate, person-centered healthcare, behavioral health services, and social supports, we walk alongside people as they work toward healing, stability, and a healthier, more hopeful life.

Our Core Values
  • Speak with integrity-clear, respectful, and honest in every interaction.
  • Embrace innovation, trying new ideas, learning fast, and improving care.
  • Own our roles, staying accountable for outcomes and documenting accurately.
  • Build genuine connections with members, families, and teammates through empathy and cultural sensitivity.
  • Lead with trust by being consistent, transparent, and following through.
  • Celebrate wins together, recognizing individual and team achievements.
  • Collaborate with purpose, partnering across departments and with community providers to solve problems.
  • Ask for support and offer support, because thriving together is how we serve our members best
Overview

Our Street Outreach Advisors work directly in the community to connect individuals with the care and support services that improve health and stability. Through in-person outreach and strong partnerships with community-based organizations, they help create reliable referral pathways across healthcare, behavioral health, housing, and other essential supports.

This is a highly field-based role, with most time spent meeting partners, engaging individuals, and expanding access to services in high-need communities. Street Outreach Advisors play a hands-on role in turning community connections into meaningful care access.

Community Partnerships
  • Identify and prioritize community-based organizations across more than 100 categories within assigned local markets.
  • Build and maintain referral-generating partnerships that support access to Enhanced Care Management, Community Supports, Behavioral Health, Street Medicine, and Case Health Worker services.
  • Take ownership of an outreach territory by developing and sustaining partner relationships that produce ongoing referrals.
Field Outreach
  • Spend the majority of the workweek in the field meeting with potential partners and engaging the community through in-person outreach.
  • Identify individuals who may benefit from PHG services and facilitate warm referrals or enrollments through direct engagement.
  • Balance relationship building with consistent follow-through to support steady referral activity.
Coordination and Documentation
  • Accurately document outreach activity, referrals, and partnerships in CRM tools.
  • Coordinate with internal care teams to ensure referrals are tracked and closed-loop.
  • Share observations and insights from the field to inform outreach strategy and improvement.
Success Measures
  • Consistent referral generation and growth within assigned territory.
  • Strong and sustained community partnerships across priority service categories.
  • Accurate and timely CRM documentation and referral tracking.
  • Increased community awareness and engagement with PHG services.
  • Positive collaboration and feedback from internal care teams and external partners.

Requirements

  • Experience in community outreach, public health, social services, healthcare navigation, or similar field-based work.
  • Comfort working independently in a fast-paced, community-facing environment.
  • Ability to manage outreach activity, relationships, and follow-through across multiple partners.
  • Strong organizational skills and comfort using mobile tools and CRM systems.
  • Valid California Driver's License and active auto insurance meeting CA requirements
  • Reliable personal vehicle for daily work use
  • Successful completion of background check (including MVR)|
  • Must be able to travel up to 60-70% within the county to conduct in person visits
  • Must successfully complete a Testlify skills assessment
  • Must have a reliable working laptop for the first 21 days of employment (personal equipment stipend) until company
    issues laptop is received
  • Must have effective Time Management skills
  • Must have internet speed of - 300+ mbps download and 25+mbps upload
  • Must be proficient in technology, including documentation systems, case management platforms, and communication tools

Benefits

Time Off & Leave

  • Paid Time Off
  • Holidays
  • Volunteer time
  • Bereavement

Health & Wellness

  • Medical coverage
  • FSAs or other wellness benefits
  • Disability and EAP

Financial & Professional

  • 401(k)
  • Stipends
  • Professional Development

Culture & Perks

  • Employee discounts
  • Team events
  • Growth opportunities

Equal Opportunity Employer
Pacific Health Group is an Equal Opportunity Employer. We are committed to creating an inclusive and equitable workplace where all individuals are treated with dignity and respect. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy, childbirth, breastfeeding, and related medical conditions), gender, gender identity or gender expression, sexual orientation, national origin or ancestry, citizenship status, physical or mental disability, medical condition (including cancer and genetic characteristics), age (40 and over), marital status, military or veteran status, genetic information, or status as a victim of domestic violence, assault, or stalking. We value diversity in all forms and encourage individuals from historically underrepresented communities to apply.

Job Application & Offer Disclaimer

Pacific Health Group is committed to maintaining a transparent, lawful, and secure hiring process in compliance with California labor laws and employment standards. No candidate will be offered employment without meeting the required qualifications and skillset for the position and successfully completing all steps of our recruitment process, which include:

  • Submission of an internal application
  • Recruiter pre-screen
  • Skills assessment if applicable
  • Final interview with hiring leadership
  • Formal verbal offer from authorized hiring representatives

Important Notice: Any communication claiming to represent Pacific Health Group that bypasses this process is not authorized.

AI & Human Interaction (HI) in Recruitment

Pacific Health Group uses AI tools to assist with resume matching based on qualifications, skills, and location. All qualified applications are reviewed by our recruiting and HR team to ensure fair, equitable, and human-centered hiring decisions.