Character. Competence. Commitment.
Here’s what we look for in our Financial Advisors.
Professional success as a Financial Advisor begins with an understanding of the personal attributes necessary to create trusted, lasting relationships with clients.
While diverse in age, gender, ethnicity and experience, First Command’s most successful Financial Advisors share many similar characteristics and roles. The successful Financial Advisor is:
- An advocate, championing the benefits of financial planning for all
- An entrepreneur, seeking and seizing opportunities to build a business
A financial planning generalist, providing a breadth of services to meet clients’
needs for a lifetime
A coach and motivator, encouraging disciplined financial behaviors, aligned
to a financial plan, that enable clients to pursue their goals
- A confidant, trusted by clients to assist them in their most important decisions
Above all, a First Command Financial Advisor is a person of unquestioned ethics and integrity, and a guardian of the fiduciary relationship that puts clients’ interests above self-interest.