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First Command Financial Advisor Jobs in Columbus, OH

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

Position Overview TheLead Financial Advisor is a senior, client-facing role for an experienced CFP ... Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $200K/yr

Position Overview The Lead Financial Advisor is a senior, client-facing role for an experienced CFP ... Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary ...

Kevin Watters Financial Planning & Wealth Management

Be Seen First

Financial Representative

Upper Arlington, OH · On-site

$100K - $150K/yr

First Year: $70,000 - $150,000. * Average Career Advisor (over 5 years): Over $385,000. Benefits ... Financial planning services * Flexible schedule * Health insurance * Health savings account * Life ...

Kevin Watters Financial Planning & Wealth Management

Be Seen First

Financial Representative

Upper Arlington, OH · On-site

$100K - $150K/yr

First Year: $70,000 - $150,000. * Average Career Advisor (over 5 years): Over $385,000. Benefits ... Financial planning services * Flexible schedule * Health insurance * Health savings account * Life ...

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All JobsFirst Command Financial Advisor JobsFirst Command Financial Advisor Jobs in Columbus, OH

First Command Financial Advisor information

See Columbus, OH salary details

$33.6K

$95.4K

$134.5K

How much do first command financial advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for first command financial advisor in Columbus, OH is $95,429.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,100.00 and $122,400.00 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 Columbus, OH? For First Command Financial Advisor jobs in Columbus, OH, the most frequently searched job titles are:
What job categories do people searching First Command Financial Advisor jobs in Columbus, OH look for? The top searched job categories for First Command Financial Advisor jobs in Columbus, OH are:
What cities near Columbus, OH are hiring for First Command Financial Advisor jobs? Cities near Columbus, OH with the most First Command Financial Advisor job openings:
First Command Financial Advisor jobs near you
Infographic showing various First Command Financial Advisor job openings in Columbus, OH as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $95,429 per year, or $45.9 per hour.
Lead Financial Advisor

Lead Financial Advisor

rebel Financial

Groveport, OH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Salary: $85,000-$200,000+

Why Choose Us

Atrebel Financial, were not just another advisory firm were a movement to rebuild finance from the inside out.


We believe that capitalism and conscience can coexist. As a Certified B Corporation, were proving that you can grow a thriving, profitable business while improving lives, empowering communities, and sharing success with the people who help build it.


Were also on the cutting edge of technology: early adopters of AI, pioneers in delivering crypto investment advice, multi-custodian management, and developers of our own fintech solutions. Our team experiments with tools like VR/AR, automation, and data analytics to deliver an experience thats as modern as it is personal.


Were also educators and advocates. From Freemium, our free service model for underserved communities, to our ESG, Halal, and impact portfolios, to Gold rebel, our comprehensive Financial Planning + Wealth Management service offering, we bring purpose to every portfolio and accessibility to every client relationship.


Most importantly, were building a company with a true path to ownership one-third partner-owned, one-third employee-owned, and one-third cooperative in spirit. That means your contribution can translate into long-term equity, profit sharing, and leadership opportunities.


If youre an experienced advisor who wants to do meaningful work, leverage cutting-edge technology, and grow with a firm thats redefining wealth management this is your next chapter.


Position Overview

TheLead Financial Advisor is a senior, client-facing role for an experienced CFP professional with 10+ years in financial planning and relationship management.


Youll help drive our advisory growth strategy serving as both a trusted advisor to clients and a mentor to junior advisors and financial coaches. Youll also contribute to business development, operational improvement, and firm leadership initiatives.


This position is ideal for someone who thrives at the intersection of strategy, service, and sales who loves helping people, improving processes, and building something lasting.


Key Responsibilities


  • Manage a book of high-net-worth and mass-affluent client relationships, delivering comprehensive, fiduciary financial advice.
  • Oversee and mentor junior advisors, support advisors, and financial coaches.
  • Partner with the investment management team on asset allocation, rebalancing, and portfolio strategy.
  • Collaborate with operations to enhance workflows and improve the client experience.
  • Lead or participate in business development initiatives, including networking, client acquisition, and referral cultivation.
  • Contribute to firmwide process improvement, innovation, and technology adoption.
  • Model leadership in client service, compliance, and company culture.
  • Support and occasionally present at educational events, webinars, or client workshops.


What Were Looking For


  • Education: Bachelors degree required (Finance, Business, or related field preferred).
  • Certification: CFP designation required.
  • Experience: 10+ years of comprehensive financial planning and client-relationship experience.
  • Skills:
    • Proven success in sales, networking, and business development.
    • Excellent communication and presentation skills.
    • Strong analytical and problem-solving abilities.
    • Collaborative leadership style with mentoring experience.
    • Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.).
    • Commitment to fiduciary principles and client-first values.


Compensation & Benefits


Base Salary: $85,000 $150,000, depending on experience, client base, and leadership capacity.

  • Advisors on the higher end of the range typically bring strong business-development experience, an existing client base, and/or proven leadership results.


Additional Compensation:

  • Performance Compensation: $10,000 $60,000+, tied to individual production, client growth, and firm contribution.
  • Company Bonus: $5,000 $25,000+, based on firm performance and profitability.
  • Enhanced Compensation: Advisors bringing an existing book of clients are eligible for additional transition bonuses and phantom-stock participation, leading to future equity opportunities.


Benefits Include:

  • 401(k) with company match
  • Health, dental, and vision insurance
  • Student loan repayment matching (up to $200/month)
  • 529 savings matching (up to $200/month)
  • Paid time off and sick leave
  • Professional development reimbursement for continuing education and credentials
  • Paid attendance at industry conferences and seminars
  • Company-provided NAPFA membership for advisors
  • Complimentary financial, estate, and tax-planning services
  • Apparel and lifestyle program with premium company-branded attire
  • Access to company Teslas for tenured employees (first-come, merit-based)
  • Profit sharing and long-term equity potential


Please check out our benefits on our Careers Site.


Join Our Team!

If youre a seasoned advisor ready to join a firm that values innovation, transparency, and purpose as much as performance, wed love to meet you.


At rebel Financial, youll find more than a job youll find a platform to grow, lead, and own part of what you help create.