First Command Financial Planning Jobs (NOW HIRING)

A UNIQUE OPPORTUNITY TO STAY CONNECTED TO AND GIVE BACK TO THE MILITARY COMMUNITY

Who we are

First Command was founded in 1958 by a retired military officer committed to helping service members and their families improve their financial well-being. Today, more than 500 First Command Financial Advisors – four out five of whom are veterans or military spouses – are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Here in the Marine Corps Base Quantico and The Basic School Area, our team is committed to helping the Marine and Navy community get their financial lives squared away. In order to strengthen our ability to fulfill that commitment, we are now seeking to grow our team and have an immediate opening for a transitioning service member or veteran from the local area that are interested in pursuing a career as a Financial Advisor.

These qualities define a great First Command Financial Advisor

Contrary to popular belief, strong math skills are not the most important quality in a financial advisor! Our experience has led us to believe that the three most important qualities for our Advisors to possess are:

1.        Knowing and understanding the people they seek to serve.

2.        Possessing strong leadership and coaching skills.

3.        Having a genuine passion to serve.

That’s why we prioritize the hiring of veterans and military spouses to serve as First Command Financial Advisors, and why we are reaching out to the leaders here aboard MCB Quantico and TBS areas as we seek to fill this vital role in our organization.  So, if you like the idea of a second career that gives you the opportunity to stay connected to and give back to the military community, this just might be the right opportunity for you.  Lifelong learners with a strong internal drive, an entrepreneurial mindset and a desire for professional growth excel.

What our Financial Advisors do

Work strategically to engage with and serve the military community

Coach military families on steps they can take to gain control of their financial futures through holistic financial planning based on three cornerstones: 

o  Cash Management (cash flow and short-term savings goals)

o  Investments (intermediate and long-term goals)

o  Risk Management (protect your plan from the unexpected)

What we offer

Internship programs – including DOD SkillBridge – structured to facilitate a smooth transition to your next career.

A specialized licensing and training program designed to prepare veterans and transitioning service members for building and growing a successful financial planning practice

The ability to control your career trajectory, including future management opportunities

A compensation model that enables you to align your pay with your contributions

Successful military experience that includes progressing leadership roles and may include billets such as: 

o  Instructors and Support Personnel experience 

Familiarity with and enthusiasm for serving those that have served and their family members

 Excellent presentation and communication skills

Bachelor’s degree

Your experience not only makes you a perfect candidate for First Command, but it will help you build a client base and create long-lasting bonds.

First Command has been helping military families pursue their goals and dreams through coaching and guidance since 1958. To learn more about our mission and vision, visit www.firstcommand.com.

©2024 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC, Equal Housing Lender). Securities are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefits programs referenced, by the U.S. government, or the U.S. armed forces.

First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command