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employee-advisor

Start your career in a position of financial strength
with support from First Command.

First Command’s income-building compensation model includes up to 24 months of financial support as you progress from Employee-Advisor to independent Financial Advisor status. Among the highlights of this model, First Command provides salary support during your first 12 months and pays expenses for office rent, supplies and administrative support for up to 24 months. You may become an independent Financial Advisor at any time prior to the 24th month upon completion of all required licensing and training, and with approval of your District Advisor and your divisional Director of Advisor Operations.

Following are key benefits and requirements of the Employee-Advisor model in months 1-12 and 13-24 of your career.

Employee-Advisor: Months 1-12

  • Earn salary plus partial commissions on sales of investments and bonuses from insurance sales
  • May earn fees for professional services (financial planning and advisory services) upon completion of both Series 65 licensing and attendance at Advanced Success Course
  • May earn commissions on accounts established by clients with First Command Bank
  • May earn commissions on fees for tax preparation through First Command Tax Services
  • Company pays expenses for office rent, supplies and administrative support
  • Eligible, after 90 days, for insurance benefits paid by Home Office
  • Must meet activity goals (contacting clients and setting appointments) in Q1
  • Must meet insurance sales quotas in Q2-4

Employee-Advisor: Months 13-24

  • Earn partial commissions on sales of investment and insurance products plus bonuses from insurance sales
  • May earn fees for professional services (financial planning and advisory services) upon completion of both Series 65 licensing and attendance at Advanced Success Course
  • May earn commissions on accounts established by clients with First Command Bank
  • May earn commissions on fees for tax preparation through First Command Tax Services
  • Company pays expenses for office rent, supplies and administrative support
  • Eligible for insurance benefits paid by Home Office
  • Must meet total sales quotas (investment + insurance product sales) in all four quarters