District Growth Leader & Independent Principal

First Command Financial Services, Inc.; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

First Command Financial Services, Inc. seeks a District Advisor to lead a locally managed financial services business serving military families. You will own district performance, hire and scale a team of advisors, and drive growth within a structured, proven platform.

This is a non-producing role focused on leadership, accountability, and long-term value creation, with the ability to shape the district’s strategy and profitability in Southern California.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• 7–10+ years in financial services; minimum 5 years in leadership roles.
• Proven success in recruiting, developing, and elevating high-performing advisor talent.
• Experience leading teams in multi-office environments.
• Active Series 6 or 7, Series 63/65 or 66, Life & Health licenses.
• Series 24 (or ability to obtain within 120 days).
• Professional designations preferred (CFP®, ChFC®, CLU®, CLF®, RICP®).
• Military connection (direct or family) preferred.

Responsibilities

• Lead and grow 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.
• Owning the financial results of the district, including growth, expenses, and profitability.
• Providing supervision and oversight of advisor activities.

Skills

Leadership

Recruiting

Team development

Strategic thinking

Education

Bachelor’s degree

Advanced degree preferred

Tools

Series 6/7

Series 24

Life & Health license

Job description

First Command Financial Services, Inc. seeks a District Advisor to lead a locally managed financial services business serving military families. You will own district performance, hire and scale a team of advisors, and drive growth within a structured, proven platform.

This is a non-producing role focused on leadership, accountability, and long-term value creation, with the ability to shape the district’s strategy and profitability in Southern California.