Financial Advisors | Transitioning Military

We are personal financial coaches serving our Nation’s military families.

Since our founding in 1958, we remain committed to supporting the lifelong financial security of the men and women who serve our country. Our passion is to coach our clients to become financially disciplined and confident, leveraging our knowledge in the military’s benefit structure and retirement programs. We pride ourselves on helping our clients get financially squared away from the start of their military careers to retirement and beyond, at home or during deployment, in times of joy and in times of tragedy. We believe there is no substitute for building a relationship of trust and mutual understanding other than meeting with an Advisor well-versed in the specific financial situations military families experience.

Most of our Advisors are veterans or military spouses. Our Advisors' experience equips them to understand the unique challenges brought by military life. Therefore, we focus on providing proactive service in flexible and convenient ways that best meet the evolving specialized needs of our clients. Wherever our clients go, First Command’s dedicated team is there for them with the knowledge and attention that they felt at their very first meeting.

First Command Financial Services, Inc. and its related entities are not affiliated with or endorsed by the U.S. government or the U.S. Armed Forces.

We’re committed to your success.

Use your unique understanding of the military lifestyle in a rewarding career that offers you flexibility and independence. As a Financial Advisor, you will work directly with military families to help them pursue a secure financial future. First Command is consistently recognized as a top Military Friendly® and Military Spouse Friendly® employer, and we are an approved DoD SkillBridge provider.

Additional benefits include the opportunity to:

• Build your own business

• Receive competitive compensation and bonuses

• Experience comprehensive training

• Set your own schedule

• Receive retirement benefits and deferred compensation

• Choose the benefits you will provide your staff

We’ll show you the way

Our training programs are designed to help people without a financial background become well-rounded First Command Financial Advisors. We’ll show you how to grow your business, acquire new clients, and provide quality, face-to-face coaching. All you need is your leadership experience and a dedication to serving others.

How we'll support you:

A Solid Technology Platform
The ongoing enhancement of our technology platform enables you to create a secure, compliant and consistent client experience.

Financial Planning & Product Support
You’ll have access to a wide array of financial products and the support of experienced subject matter experts to help you build comprehensive financial plans as a trusted fiduciary.

Strategic Marketing Planning
We’ll provide you with an array of marketing materials and tools that showcase the power of the First Command brand, helping you promote your practice and build a commanding business presence in your local market.

Ongoing Leadership Development
Our professional development for Advisors is unmatched in the industry. Through classroom training and annual workshops, we help ensure you are prepared for future leadership opportunities.

Licensing & Onboarding Support
We'll provide tools and support to guide you through the licensing and onboarding process.

Legal & Compliance Support
We’ll help you ensure your practice complies with all applicable securities, insurance, and banking rules and regulations.

We believe in coaching

At First Command Financial Services, our coaching philosophy is built on a mission-driven approach, helping military families work toward financial security through personalized guidance and ongoing support. As fiduciaries, our advisors are committed to acting in the best interest of clients, building long-term relationships founded on trust, education, and a profound understanding of the unique financial challenges faced by those they serve. They take on the role of mentors, providing financial coaching and strategies tailored to our clients’ needs. For those driven by purpose and passionate about service, First Command offers an environment that fosters the development of leadership skills and enables individuals to make a meaningful impact.

The DoD SkillBridge program at First Command Financial Services provides transitioning service members with hands-on experience in financial services, leadership, and corporate operations during their final months of active duty. Participants receive mentorship, training, and networking opportunities to explore career paths in financial coaching and support roles within the company. This program aligns with First Command’s commitment to empowering military families by equipping veterans with the skills and resources needed for a successful post-service career.

The Hiring Our Heroes Corporate Fellowship Program at First Command Financial Services offers transitioning service members and veterans a 12-week internship focused on corporate leadership, financial coaching, and professional development, providing a pathway to meaningful post-military careers.

The Hiring Our Heroes Military Spouse Fellowship Program similarly connects military spouses with paid fellowships in financial services, equipping them with hands-on experience, networking opportunities, and career growth potential. Both programs align with First Command’s mission to support military families by fostering professional development and employment opportunities within the company.

The application process for incoming advisor candidates with us begins with online submission and initial screening to assess alignment with our mission of serving military families. Selected candidates continue through the interview process with the local District Advisor. If selected to initiate the licensing sponsorship, finalists undergo an assessment and a comprehensive background check before commencing the licensing process. Once licenses are completed, this provides an opportunity for an offer to become a First Command Advisor and start training. This training expands the advisor's knowledge in financial acumen, First Command mission and value alignment, and client planning philosophy and engagement.

Our typical response timeline to applicants ranges between 1 and 2 business days. Interview timelines range between 1 to 4 weeks, depending on several factors.

How do I become a First Command Advisor?

At First Command, we actively recruit transitioning military professionals, veterans, military spouses and experienced professionals to join our Advisor team.

To learn more about our program, visit our Financial Services Careers page.

And if you’re ready to apply, visit our Get Started page.

Is First Command a fiduciary?

Yes. A fiduciary is a person or an organization that has a legal and ethical responsibility to prudently manage money or other assets on behalf of an individual. As an investment advisory firm, First Command Advisory Services, Inc. is held to a fiduciary standard in all client relationships. That means we have an obligation to always put clients’ interests first when providing investment advice and financial recommendations.

To learn more, visit our Fiduciary Standards page.

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