First Command Financial Services background photo
First Command Financial Services profile photo

First Command Financial Services Careers, Benefits, Review

First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security. Since 1958, First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hu...

Website Globe icon www.firstcommand.com

Photo of the Rise UserPhoto of the Rise UserPhoto of the Rise UserPhoto of the Rise UserPhoto of the Rise User
25 fans
First Command Financial Services Glassdoor Company Review
4.3 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
First Command Financial Services DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of First Command Financial Services
First Command Financial Services CEO photo
Mark Steffe
Approve of CEO
First Command Financial Services Employee Reviews
Featured review

Great Place to work!

2/22/2023 - District Advisor at Oklahoma City, OK
Recommends
Positive outlook
Approves of CEO

Pros

Great clients and people! The culture is awesome and I love my co workers. It's a pleasure the serve the military community.

Cons

The job is in finance so it will move with what the economy is doing.

At First Command, diversity and inclusion are deeply rooted in our core values of courage, love and effectiveness. We recognize and appreciate the value of a diverse workforce, and we foster an inclusive environment where employees are encouraged to express their authentic identities as we work together to fulfill our company’s vision of lifelong financial security for our nation’s military families.

Learn more about the First Command Difference.

Mission

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. We know 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 by meeting face to face.

Because many of our Advisors are veterans or military spouses themselves, we know from experience that life in the military can be demanding and uncertain. Therefore we focus on providing proactive service in flexible and convenient ways that best meet the specialized needs of our clients as they evolve. 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.

Benefits
Benefits and Rewards

At First Command, our commitment to our employees is reflected in the generous compensation and benefits packages our First Command family members enjoy.

Financial Advisors
Use your unique understanding of military families in a career that offers you the independence you need. By coaching clients and helping them pursue a better financial future, you will have the opportunity to experience a lifetime of personal satisfaction and professional reward. As a Financial Advisor you'll also get to:

  • Build your own business
  • Get competitive compensation, plus bonuses
  • Work directly with military families
  • Set your own schedule
  • Receive comprehensive training
  • Deferred compensation
  • Insurance and retirement benefits

Home Office
We’re committed to attracting and retaining talented people by providing our employees with opportunities to enhance their professional knowledge, develop leadership skills, and grow within the organization. In addition to standard benefits like major medical, dental, life and disability insurance and paid time off, we offer:

  • Employee Stock Ownership Program & 401(k)
  • Performance bonuses
  • Flexible health spending accounts
  • Tuition reimbursement program
  • Complimentary financial planning services
  • Pre-paid legal
  • Identity theft protection
  • Employer health fund contributions
  • Wellness for Life program
  • Personal health advisor service
  • Activities and organizations
  • Employee discounts

 First Command’s campus in Fort Worth, Texas, offers a wide range of amenities. Employees have access to a free covered parking garage, on-site banking, concierge services, and daily lunch offerings from local vendors. In addition, employees and their families can take advantage of our professionally-staffed, state-of-the-art fitness center.

 

REWARDS

At First Command, we love to celebrate the great things our employees are doing, and we recognize both individuals and teams for their achievements and service.

Financial Advisors
Some of the ways in which we recognize our Financial Advisors' achievements:

  • President Club
  • Summit Club
  • Pinnacle Club
  • FastStart Advisor of the Year
  • Financial Advisor of the Year
  • District Advisor of the Year 

Home Office
Some of the ways in which we recognize our Home Office employees' achievements:

  • Great Works Recognition
  • Employee of the Month
  • Employee of the Year
  • Supervisor of the Year
  • Field Service Superstar of the Month
  • Volunteer of the Year
Careers
Careers

For more than 60 years, First Command Financial Advisors have dedicated themselves to helping American military families reduce debt, build wealth, and get their financial lives squared away.

At First Command, we appreciate and value the work ethic, leadership skills and personal accountability forged in military service. If the idea of giving back to those who serve and helping military families pursue their financial goals appeals to you, this could be the best place for your next career.

To learn more about Financial Advisor careers visit: www.firstcommand.com/careers/advisor

As we continue to expand our Advisor force, we seek talented individuals for a wide variety of positions supporting our Advisors at our corporate offices in Fort Worth, Texas.

To learn more about Home Office careers visit:  www.firstcommand.com/careers/home-office

Culture

Our Values and Culture

At First Command, values are central to our financial planning process and guide us in our conduct with clients and one another. Our core values (outlined below) and strong sense of family create a culture of accountability that allows us to work effectively as a team and deliver against our strategic priorities and initiatives.

OUR CORE VALUES

  • Courage. Committed to ethics and integrity, we do what is right and inspire others to do the same, even if it is the more difficult path.
  • Love. We value and honor all people and have an enduring commitment to our family of clients, Advisors and employees.
  • Effectiveness. Through servant leadership, coaching and continuous improvement, we achieve results by adding value to our relationships.

OUR COMMITMENT TO DIVERSITY

First Command Financial Services, Inc. is committed to the policy of providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation or veteran status. 

Every effort is made to ensure that our policies regarding hiring, salary administration, promotion and transfer are based solely on job requirements, job performance, and job-related criteria. In addition, our personnel policies and practices — including those relating to compensation, benefits, transfer, retention, termination, training, self-development opportunities, as well as social and recreational programs — are administered without discrimination on the basis of race, color, religion, sex, age, national origin, disability, sexual orientation, veteran status, or other basis prohibited by law.

Philanthropy
Philanthropy

Since First Command was founded in 1958, our leadership and our employees have been deeply committed to supporting a variety of non-profit organizations in our Fort Worth community and the military community worldwide. 

In April 2013, in recognition of the mounting responsibilities and pressures put on United States servicemembers, veterans and their families, our CEO Scott Spiker announced a new initiative to get military families "squared away” by raising awareness and taking action to address critical issues facing active duty military, post-911 veterans and military spouses.

To demonstrate our commitment to the promises of Squared Away®, we have partnered with the U.S. Chamber of Commerce’s Hiring our Heroes program, which aims to find meaningful employment for 500,000 post-911 veterans and military spouses. As part of that partnership, we awarded the program a $100,000 grant in its first year, and announced our own intention to recruit more than 2,100 Financial Advisors over the next five years, participate in 100 career fairs, and deliver financial workshops for US servicemembers through the First Command Educational Foundation.

We are also teaming up with Project Sanctuary, a non-profit organization that provides therapeutic retreats to military families to reconnect and reintegrate in their communities. Our donation of $100,000 to Project Sanctuary has been used to help build a permanent retreat center in Colorado. And, we also serve as the organization’s exclusive financial planning partner, delivering financial education workshops and individual family financial coaching at all retreats.

In house, we have the First Command Charitable Services Committee, which is made up of employee volunteers throughout the company who give time, money and additional resources to employee-recommended charities. Each year the committee selects five special charities to support in and around Fort Worth, Texas, as well as selecting an employee Volunteer of the Year.

To accomplish our goals of providing emotional and financial support to those in need, we are also proud supporters of organizations like the First Command Educational Foundation, First Command Package Brigade, Tarrant County United Way, and many more.

First Command Financial Services Awards & Accolades

Military Friendly Top 10 Company, Viqtory Media, 2023 Military Friendly Employer, Viqtory Media, 2023 Military Friendly Spouse Employer, Viqtory Media, 2023 Best Place for Working Parents™, Best Place 4 Kids, 2022 Best for Vets Employer, Military Times, 2022