At a Glance
- Tasks: Coach military families on financial security and build tailored financial plans.
- Company: First Command, dedicated to supporting military families since 1958.
- Benefits: Comprehensive training, flexible schedule, and uncapped earning potential.
- Other info: Join a supportive community with excellent professional development opportunities.
- Why this job: Make a real difference in the lives of military families while growing your career.
- Qualifications: Military affiliation, leadership skills, and a bachelor's degree.
The predicted salary is between 25000 - 35000 £ per year.
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviours through face-to-face 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 the path to financial security.
- 3 out of 4 of our Financial Advisors are veterans or military spouses.
- With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
- They are the personal coach to our Nation’s military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
- They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected.
- They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
- They engage directly with the military community by partnering with local military organisations, military units, and other supporting institutions.
- They coach military families on how to build a comprehensive financial plan that includes:
- Savings/banking
- Investments/wealth management
- Insurance/risk management
What we offer:
We have a specialised licensing and comprehensive training programme designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licences. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training programme with a local district office.
As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during the remainder of the nine-month paid training period.
What to expect after training:
At the conclusion of the paid trainee programme, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. 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. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
We offer professional development: including progressive leadership programmes through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable 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.
Financial Advisor in Carlisle employer: First Command Financial Services
First Command is an exceptional employer dedicated to empowering military families through financial coaching, with a strong emphasis on professional growth and community engagement. Our supportive work culture fosters leadership development and offers flexible scheduling, allowing you to balance your career with personal commitments. With comprehensive training tailored for veterans and military spouses, we provide a unique opportunity to build a rewarding career while making a meaningful impact in the lives of those who serve our nation.
Contact Details:
First Command Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Carlisle
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like First Command Financial Services. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor in Carlisle
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to First Command Financial Services.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on First Command Financial Services's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at First Command Financial Services
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with First Command Financial Services.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at First Command Financial Services will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former First Command Financial Services employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
