Top 4 Cfp Jobs in Carlisle Pa

District Advisor
First Command Financial Services, Inc. —Carlisle, PA
- 7 years
- Office
- Bachelor's degree
Financial Services Advisor
Northwestern Mutual —Camp Hill, PA
- $90,624.37 - $109,139.02 a year
- Full-time
- Business development
- Bachelor's degree
- Financial services
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Advisor
S&T Bank —Harrisburg, PA
- $55,000 - $156,450 a year
- Full-time
- Hybrid work
- Management
- 5 years
- Office
- Referral program
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Financial Advisor
The Snook Group (uFinancial) —Mechanicsburg, PA
Collaborate with other professionals in the field, including accountants and estate law experts, to provide holistic financial solutions.
$52,500 - $108,765 a year
Quick Apply
Experienced Accountant - Auto Dealership Practice
Boyer & Ritter —Camp Hill, PA
Hold or be working toward obtaining a certified public accountant’s license or working towards other appropriate professional designations.
Quick Apply

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
Quick Apply

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cfp jobs near carlisle pa

District Advisor

First Command Financial Services, Inc. -
Carlisle, PA

Apply Now

Job Details

Qualifications

Staff supervision
Team supervision
Coaching
Managing sales strategy or development teams
Talent acquisition
Talent development
Finance industry sales team management experience
Leadership development
Team development
Hiring
Bachelor's degree
Managing finance teams
Recruiting
Life & Health Insurance License
Experience practicing in the securities industry
Staffing management

Full 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 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

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

Apply Now

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cfp jobs in carlisle pa

District Advisor

Financial Services Advisor

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

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