District Advisor

District Advisor

Category

Financial Advisor --> Non-Corporate

Job Location

Burlington, MA

Tracking Code

3376-206

Position Type

Full-Time/Regular

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 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

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 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

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).

Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.

In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.

SIPC - Securities Investor Protection Corporation

Securities Investor Protection Corporation