employer cover photo
employer logo
employer logo

First Command Financial Services

Engaged Employer

Good Company if You're the Right Fit - Financial Advisor Trainee First Command Financial Services Employee Review

3.0
Jan 27, 2025
Recommend
CEO approval
Business Outlook

Pros

The home office will pay for all of your licensing (I received SIE, Series 6, 63, & 65). The San Diego branch has many advisors that genuinely want you to succeed.

Cons

By their words they will never admit that they want you to focus on selling life insurance but by their actions (mainly their compensation structure and short 6 month salary) you either find clients with millions to rollover into managed accounts or you sell life insurance to active duty military. At the end of 6 months you're 100% commission dependent and will have a ~$1,500 monthly office bill due on top of the basic cost of living in San Diego. This company is great if your young and willing live on a tight budget for 3-5 years possible working a second job to supplement the lack of income or if you're someone who has a pension income who's looking for a second career. Otherwise this company positions itself as a stepping stone to get licensed.

avatar
First Command Financial Services Response
1y
Thank you for sharing your experience. We are glad you've taken advantage of our training resources, including coverage for the licenses you'll need to operate as an Independent Advisor with First Command. We've taken note of your comments about the challenges Advisors face in the early stages of a career, especially related to the approach you think you need to take to establish a new business. First Command does not believe in selling any one particular product. Instead, we focus on creating a holistic financial plan for our clients, understanding their goals on their path to financial security, and coaching them on the behaviors necessary to reach those goals. Our coaches match specific products and services that support our clients' financial objectives. We only seek advisors committed to this coaching philosophy, and we recognize that it does not suit all applicants.

Explore other reviews about First Command Financial Services

5.0
May 18, 2026
Recommend
CEO approval
Business Outlook

Pros

True to its core values and principles. Family oriented and encourages family & work balance. Free financial counseling! Honest, kind, respectful employees and excellent CEO

Cons

Lots of baby boomers who don’t want to change work processes to enhance results, but they mean well :)

avatar
First Command Financial Services Response
3w
Thank you for taking the time to share your experience with First Command. We’re pleased to hear that our family-oriented culture, strong values, and supportive colleagues made a positive impact during your time with us. We also appreciate your feedback regarding opportunities to improve processes. We are committed to evolving as an organization, and insights like yours help inform how we continue to enhance efficiency and drive better results across the business. Your perspective is valuable, and we will share your comments with our leadership team.
3.0
Apr 28, 2026
Recommend
CEO approval
Business Outlook

Pros

Some times work is good

Cons

Some times work is bad

1
avatar
First Command Financial Services Response
1mo
Thank you for taking the time to share your experience. We appreciate you being open about how things feel day to day. Feedback like this, both in reviews and through our employee surveys, helps us get a better picture of where we’re doing well and where we can continue to improve. Your input matters, and it’s an important part of our ongoing effort to strengthen our culture and create a better work environment for everyone. We appreciate you taking a moment to share your perspective.
See reviews by: Helpful|Rating|Date|All