District Advisor

About the role

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 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

Responsibilities

What You’ll Own

• Operate and lead a locally managed financial services business, with full accountability for its performance
• Lead and grow existing First Command-registered branch offices, including negotiating and holding leases
• Hire, employ, and manage district staff
• Manage district operations and expenses, including allocating shared costs across advisors
• Oversee business planning, budgeting, and day-to-day operations
• Make financial investments to support growth and performance expectations
• Own 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

Requirements

• 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