District Advisor

The Opportunity

You’ve led teams. You’ve driven results. Now you’re ready for something bigger.

This is not a producing role. Your success is defined by the team you build and the business you scale.

What Makes This Different

• Own the outcome – You are accountable for the performance and profitability of your district
• Build at scale – Grow a team of advisors, not just a book of business
• Uncapped upside – Your success is directly tied to the growth you create
• Operate independently – Lead your business within a structured, proven platform

What You’ll Own

• Leading and growing existing First Command–registered branch offices, including negotiating and holding leases
• Hiring, employing, and managing district staff
• Managing district operations and expenses, including allocating shared costs across advisors
• Overseeing business planning, budgeting, and day-to-day operations
• Making financial investments to support growth and performance expectations
• Owning the financial results of the district, including growth, expenses, and overall profitability

What You’ll Do

• Build and scale a high-performing advisor organization
• Recruit and develop financial advisors who grow the business
• Drive consistent performance across pipeline activity, production, and client outcomes
• Coach advisors to improve client acquisition, planning quality, and long-term success
• Create a culture of accountability, growth, and professionalism
• Lead as a registered principal
• Provide supervision and oversight of advisor activities
• Reinforce a strong compliance and client-first culture
• Grow your market
• Expand your district through local business development and community relationships
• Build long-term presence within the military and broader community

Who This Is For

• This role is designed for mid-career leaders who are ready to bet on themselves:
• You’ve led teams in financial services (branch, regional, or office leadership)
• You’re a builder, not someone looking to maintain the status quo
• You want more control over your outcomes and earning potential
• You’re motivated by growth, scale, and long-term value creation
• You’re comfortable operating with accountability, not a safety net