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Financial Consultant

May 29, 2026

Join First Command as a Financial Consultant!Empowering Financial Success since 1958At First Command, we are dedicated to coaching military families to achieve financial security. Our strong track record is built on fostering positive financial behaviors through personalized coaching. We uphold enduring financial principles and a client-first approach, motivating our clients to take the next step towards their financial goals.3 out of 4 of our Financial Advisors are veterans or military spouses.If you are considering the next step in your career, First Command offers a pathway to become a Financial Consultant where leadership, entrepreneurship, and professional growth intersect. Your experience is valuable to us and will lay the groundwork for a rewarding career.Your Responsibilities:<ul><li>As the personal coach to military families, you will develop and adjust financial plans tailored to both short-term and long-term financial objectives.</li><li>You will guide military families in managing everyday finances, building assets for the future, and safeguarding against unforeseen circumstances.</li><li>Engage with the community to attract new clients to First Command, supported by your local team and our Home Office.</li><li>Connect with military families by collaborating with local military organizations, units, and other supporting entities.</li><li>Educate families on creating a comprehensive financial plan that encompasses:</li><ul><li>Savings and banking</li><li>Investments and wealth management</li><li>Insurance and risk management</li></ul></ul>Training and Licensing Support:<ul><li>We provide a robust training and licensing program tailored for veterans, transitioning service members, and military spouses to establish a successful career as a Financial Consultant.</li><li>Sponsorship: First Command will support your journey to obtain full registration and necessary licenses, offering essential tools and resources.</li><li>Licensing: Benefit from structured training and preparation to help you secure the needed securities and Life & Health licenses—no prior licensing is required.</li><li>Role Progression: Following your licensing, transition into a paid training role, assisting a local district office while advancing in your career.</li><li>Compensation: Your compensation structure includes an hourly wage for the initial three months, following which you will transition into a salaried position supplemented by progressive incentives throughout the nine-month paid training period.</li></ul>Path to Becoming an Advisor:<ul><li>Completing the paid training program opens the way to becoming an independent Financial Consultant with First Command, allowing you to operate your own practice and earn based on your contributions and achievements.</li><li>Compensation: There are no limits on your earning potential; your compensation is competitive and based on commissions, residual income, bonuses, and deferred compensation.</li><li>Professional Development: We provide ongoing professional development opportunities, including leadership training programs and annual workshops to prepare you for further leadership roles.</li><li>Independence: Enjoy the flexibility to create your own schedule for a better work-life balance.</li><li>Flexibility: This mobile career allows you to adapt and move your career throughout the United States.</li></ul>Desired Qualifications:<ul><li>Experience with the military or a connection to military families.</li><li>A Bachelor’s degree.</li><li>Demonstrated leadership qualities.</li></ul>About First Command:Since 1958, First Command has been assisting military families in pursuing their financial goals and dreams through dedicated coaching and guidance. Discover more about our mission and opportunities.Equal Opportunity: First Command does not discriminate in the recruitment of Financial Advisors based on race, color, religion, national origin, sex, marital status, disability, age, or veteran status. All applications and supplied information will be reviewed thoroughly, but submission does not guarantee an offer to enter into a Financial Advisor/Agent Agreement with First Command.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...