Senior Financial Advisor Experienced Professionals

Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc. - 3.5 San Diego, CA Job Details Full-time 20 hours ago Qualifications Revenue growth Finance advising Community engagement Wealth management Customer relationship building Identifying new business opportunities Client relationship development Business development Financial services Senior level Estate planning Consultative selling Stakeholder relationship building Financial retirement planning Full Job Description Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach. What You'll Do As an experienced Financial Advisor at First Command, you'll go beyond the basics—providing comprehensive financial guidance that evolves with our clients' lives.

You'll:

Serve as a Trusted Advisor Identify and adapt to each client's evolving financial goals across all stages of wealth—accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes. Deliver Advanced, Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. Provide a High-Touch Client Experience Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions. Engage the Military Community Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities. Drive Results and Grow Your Business Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks—especially within the military community—while identifying new opportunities and deepening existing client engagement.