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First Command Financial Advisor Jobs in Stockton, CA

Tax Associate

Oakdale, CA · On-site

$15.90 - $19.70/hr

  • Retirement

... 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

  • Retirement

... 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

Stockton, CA · On-site

$15.90 - $19.70/hr

  • Retirement

... 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

Stockton, CA · On-site

$15.90 - $19.70/hr

  • Retirement

... 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 ...

Real Estate Agent

Modesto, CA · Remote

$80K - $150K/yr

Educate and advise clients on real estate strategies * Build relationships with industry partners ... Opportunity to create significant financial and professional impact * Work with purpose by helping ...

Tax Associate

Tracy, CA · On-site

$15.90 - $19.70/hr

  • Retirement

... 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

Valley Springs, CA · On-site

$14.45 - $18/hr

  • Retirement

... 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

Stockton, CA · On-site

$15.90 - $19.70/hr

  • Retirement

... 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 ...

Restaurant Crewmember

Riverbank, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Restaurant Crewmember

Elk Grove, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Restaurant Crewmember

Lodi, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Tax Associate

Livermore, CA · On-site

$17.75 - $23.50/hr

  • Retirement

... 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 ...

Restaurant Crewmember

Manteca, CA

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Tax Associate

Livermore, CA · On-site

$17.75 - $23.50/hr

  • Retirement

... 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 ...

Restaurant Crewmember

Riverbank, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Tax Associate

Brentwood, CA · On-site

$17.75 - $23.50/hr

  • Retirement

... 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

Brentwood, CA · On-site

$17.75 - $23.50/hr

  • Retirement

... 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

Stockton, CA · On-site

$15.90 - $19.70/hr

  • Retirement

... 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

Lodi, CA · On-site

$15.90 - $19.70/hr

  • Retirement

... 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

Lodi, CA · On-site

$15.90 - $19.70/hr

  • Retirement

... 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 41-60

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 Aug 15, 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 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 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.

Tax Associate

H&R Block

Oakdale, CA • On-site

$15.90 - $19.70/hr

Full-time

Retirement

Posted 5 days ago


Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$15.90 - $19.70/Hr.
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