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From Home Financial Advisor Training information

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How much do from home financial advisor training jobs pay per year?

As of Jun 15, 2026, the average yearly pay for from home financial advisor training in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Work-from-Home Financial Advisor, and why are they important?

To thrive as a Work-from-Home Financial Advisor, you need strong financial analysis skills, in-depth knowledge of investment products, and typically a bachelor's degree in finance or a related field, often accompanied by certifications such as Series 7, Series 66, or CFP. Proficiency in CRM systems, financial planning software (like eMoney or MoneyGuidePro), and secure virtual communication platforms is essential. Outstanding interpersonal skills, self-motivation, and the ability to build trust remotely set top advisors apart. These competencies are crucial for providing accurate advice, maintaining compliance, and effectively serving clients in a remote environment.

What are the biggest challenges new financial advisors face when starting their training from home, and how can they overcome them?

One of the biggest challenges for new financial advisors training from home is building strong client relationships without face-to-face interaction. Additionally, staying motivated and organized can be difficult without the structure of an in-person office. To overcome these obstacles, it's helpful to establish a dedicated workspace, set regular work hours, actively participate in virtual training sessions, and leverage video conferencing tools to connect with clients and mentors. Seeking feedback and staying engaged with your team remotely can also help foster a sense of community and support.

What is a work from home financial advisor training program?

A work from home financial advisor training program is a course or series of courses designed to prepare individuals to become financial advisors while allowing them to study remotely. These programs typically cover topics such as investment strategies, financial planning, regulations, and client communication. They are often offered by financial institutions, online learning platforms, or professional organizations and may lead to certifications such as CFP or FINRA licenses. Completing such training can help individuals start or advance a career as a financial advisor, all from the comfort of their own home.

What is the difference between From Home Financial Advisor Training vs From Home Financial Planner Training?

AspectFrom Home Financial Advisor TrainingFrom Home Financial Planner Training
CertificationsCFP, Series 7, 66CFP, Series 7, 66
Work EnvironmentClient meetings, financial analysis, remote workClient consultations, planning, remote work
Industry UsageFinancial services, investment firmsFinancial planning, wealth management
Search IntentTraining for financial advising roles from homeTraining for comprehensive financial planning from home

Both roles involve financial advising and require similar certifications. The main difference is that 'Financial Advisor' often emphasizes investment and client management, while 'Financial Planner' focuses on comprehensive financial planning. Both can be performed remotely, and training programs typically cover similar credentials. Your choice depends on whether you want to specialize in advising or planning services.

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What cities are hiring for From Home Financial Advisor Training jobs? Cities with the most From Home Financial Advisor Training job openings:
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From Home Financial Advisor Training jobs near you
Infographic showing various From Home Financial Advisor Training job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 8% Part Time, 2% Temporary, and 2% Contract. Highlights an 58% In-person, 6% Hybrid, and 36% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.

Shalimar, FL • On-site

Full-time

Posted 28 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Job Description
Financial Advisor Jobs at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on a path to financial security.
3 out of 4 of our Financial Advisors are veterans or military spouses.
Many of our 165+ offices nationwide are located near military installations.
If you're exploring what's next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters - and here, it's a foundation for building a meaningful, long-term career.
What you'll do:
    • As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes:
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:
    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You'll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses-no prior licensing is required.
    • Role Progression: Upon completing licensing, you'll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:
    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:
    • Military experience or affiliation
    • Bachelor's degree
    • Proven leadership skills

Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers First Command.
©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.
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.

What First Command Financial Services employees say

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Hours and flexibility

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Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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