District Advisor

Job Description The Opportunity You’ve led teams. You’ve driven results. Now you’re ready for something bigger. The District Advisor (DA) role is built for experienced financial services leaders who want to move beyond managing and start building—with the ability to scale a business, develop leaders, and unlock uncapped growth potential. As a DA, you will operate as an independent business owner and registered principal, leading a team of financial advisors serving military families while driving the growth and performance of your own district. 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 districtBuild at scale - Grow a team of advisors, not just a book of businessUncapped upside - Your success is directly tied to the growth you createOperate independently - Lead your business within a structured, proven platform What You’ll Own You will operate and lead a locally managed financial services business, with full accountability for its performance. This includes: Leading and growing existing First Command-registered branch offices, including negotiating and holding leasesHiring, employing, and managing district staffManaging district operations and expenses, including allocating shared costs across advisorsOverseeing business planning, budgeting, and day-to-day operationsMaking financial investments to support growth and performance expectationsOwning 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 businessDrive consistent performance across pipeline activity, production, and client outcomesCoach advisors to improve client acquisition, planning quality, and long-term successCreate a culture of accountability, growth, and professionalism Lead as a registered principal Provide supervision and oversight of advisor activitiesReinforce a strong compliance and client-first culture Grow your market Expand your district through local business development and community relationshipsBuild 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 quoYou want more control over your outcomes and earning potentialYou’re motivated by growth, scale, and long-term value creationYou’re comfortable operating with accountability, not a safety net Required Skills Bachelor’s degree required; advanced degree preferred 7-10+ years in financial services; minimum 5 years in leadership roles Demonstrated success in recruiting, developing, and elevating high-performing advisor talent Experience and proven ability to lead teams in multi-office environments Active Series 6 or 7, Series 63/65 or 66, Life & Health Series 24 (or ability to obtain within 120 days) Professional designations preferred (CFP®, ChFC®, CLU®, CLF®, RICP®) Military connection (direct or family) preferred