Job Summary
This role involves delivering extensive financial advice to military families, focusing on wealth accumulation, preservation, and legacy planning. You will also be responsible for establishing and enhancing your independent practice through cultivating enduring client relationships and securing referrals within the military community.
Responsibilities
- Provide financial guidance tailored to the needs of military families.
- Manage client wealth with an emphasis on accumulation, preservation, and legacy planning.
- Develop and grow an independent financial practice.
- Build lasting relationships with clients and generate referrals in the military sector.
Qualifications
- Minimum of 5 years of experience in the financial services industry.
- Possession of Series 7 & 66 licenses (or equivalent such as 6, 63, 65) and Life & Health insurance licenses.
- Strong portfolio management experience is essential.
- Preference for candidates with military experience or affiliation.
First Command Financial Services, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
