District Advisor

First Command Financial Services, Inc.•San Diego, CA

12d•Onsite

About The Position

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.

Requirements

Experienced financial services leaders
Led teams in financial services (branch, regional, or office leadership)
Comfortable operating with accountability, not a safety net

Nice To Haves

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

Responsibilities

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.
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.
Provide supervision and oversight of advisor activities.
Reinforce a strong compliance and client-first culture.
Expand your district through local business development and community relationships.
Build long-term presence within the military and broader community.