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Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 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.

Financial Advisor Jobs at First Command:Shaping Positive Financial Behaviors since 1958First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy.  We inspire and motivate clients to take the first or next step on a path to financial security.3 out of 4 of our Financial Advisors are veterans or military spouses.Many of our 165+ offices nationwide are located near military installations.If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career.What you’ll do:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will coach military families on how to build a comprehensive financial plan that includes: </li></ul></li></ul><ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Savings/banking</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Investments/wealth management</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Insurance/risk management</li></ul></li></ul>Training and licensing support:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.</li></ul></li></ul><ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.  </li></ul></li></ul>Becoming an Advisor:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. </li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Independence: Set your own schedule to manage work-life balance.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.  </li></ul></li></ul>Desired Qualifications:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Military experience or affiliation</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Bachelor’s degree</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Proven leadership skills</li></ul></li></ul>Learn more about First Command:First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit <a href="https://www.firstcommand.com/careers/" rel="nofollow" title="https://www.firstcommand.com/careers/">Financial Services Careers | First Command</a>. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member <a href="https://www.sipc.org/" rel="nofollow" title="https://www.sipc.org/">SIPC</a>, <a href="https://www.finra.org/" rel="nofollow" title="https://www.finra.org/">FINRA</a>), First Command Advisory Services, Inc., First Command Insurance Services, Inc.  First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.#LI-AM4 Required Skills <div class="jPt3I"><div class="hu4bZ"><div class="CDGS0">#LI-AM4</div></div></div><div class="meXTX JU35S"><div class="VSXvP allowTextSelection"><div class="sPRuT"> </div></div></div> #CB  Required Experience

First Command Financial Services, Inc.

Financial Advisor

Brokerage

Coaching

Entrepreneurship

Financial Planning

Financial Services

Insurance

Investment Management

Leadership

Licensing

Military

People Management

Philosophy

Risk Management

Securities

Testing

Wealth Management

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ADAPTED_NOW

Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

HOUR

About the Role: As the first point of contact for most clients, Tellers play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Teller's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Columbia Bank procedures and banking regulations. The Teller role is also responsible for maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services. + Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc. + Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. + Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. + Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. + Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. + Discuss and uncover customer’s financial needs to identify and offer appropriate products and services. + Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner. About You: + High School Diploma or GED, required. + 1 year of previous banking or customer service experience, preferred. + Bilingual preferred. + Ability to learn and comply with all Bank policies, procedures, and systems. + Demonstrates exceptional attention to detail and accuracy with written numbers, words, and verbal and written instructions. + Consistently demonstrates ability and willingness to build relationships with clients and other bank associates. Be a part of a bank that invests in you! + Competitive Incentive Plan: Earn rewards that match your efforts. + Professional Development: Grow your skills with our tailored premier banker programs. + Career Growth: Clear paths to achieve your professional goals. The pay range for this role is $18.00 - $21.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 1144 Morro Street San Luis Obispo CA 93401 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com . To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Columbia Bank

Teller

Umpqua Bank

Bachelor’s Degree in Accounting, Finance, or related discipline; MBA preferred; CPA license, preferred; Strong GAAP compliance experience; Minimum 5 years’ experience in a senior level managerial accounting/finance role; Proficiency with the MS Office suite of products and industry-related software experience; Experience utilizing MIP (previously Abila) software, preferred; Exceptional oral and written communication and interpersonal skills; Astute time management, attention to detail, accuracy, analytical, organizational, planning, multi-tasking, problem-solving, follow-through skills; Ability to work effectively alone, within a collaborative team environment and to tight deadlines; Valid California driver’s license, with a clean and insurable driving record; Reliable personal vehicle required; Travel within Santa Barbara County required. Prepare and present monthly, quarterly and annual financial statements; Deliver clear, decision-ready financial reports to the CEO, COO and Board of Directors; Monitor budget-to-actual performance and identify trends, risks and opportunities; Support executive leadership with forecasting, scenario modeling and financial planning.

YEAR

Organization Profile: Children’s Resource & Referral of Santa Barbara County, is a nonprofit organization, which was established in 1970 and dedicated to providing education, care and resource systems for underserved children, families and caregivers.Job Summary:Reporting to the CEO and COO, the Controller is the operational and technical leader of all accounting and financial infrastructure within the organization.  This person will be responsible for the integrity, accuracy and transparency of all financial systems, government contracts and grant requirements, while building and maintaining strong internal controls, audit readiness, scalable financial systems and providing critical financial analysis to executive leadership and the Board of Directors.  Duties / Responsibilities: Accounting Operations:Oversee all accounting functions, including GL, AP, AR, payroll and bank reconciliations;Ensure all financial transactions are accurately recorded, classified and supported by appropriate documentation; Maintain and continuously improve chart of accounts and fund accounting structure; Lead monthly, quarterly and annual close processes with strict adherence to timelines and accuracy standards; Ensure full alignment with GAAP and nonprofit accounting standards; Ensure segregation of duties, approval protocols and documentation standards are consistently followed; Track and resolve audit findings with urgency and accountability; Maintain continuous audit readiness across all systems. Grant, Contract & Fund Accounting:Oversee financial tracking, reporting, and compliance for all government contracts, grants and restricted funding sources; Ensure accurate cost allocation and adherence to allowable cost principles; Review payroll allocations, time / effort reporting and program coding for compliance; Serve as a fiscal liaison to funding agencies and partners. Financial Reporting & Analysis:Prepare and present monthly, quarterly and annual financial statements; Deliver clear, decision-ready financial reports to the CEO, COO and Board of Directors; Monitor budget-to-actual performance and identify trends, risks and opportunities; Support executive leadership with forecasting, scenario modeling and financial planning. Budget & Financial Planning:Lead development and coordination of the annual operating budget; Partner with program and executive leadership to align financial planning with organizational strategy; Provide ongoing financial projections and variance analysis; Support capital planning and fixed asset management. Cash Management & Banking Oversight:Monitor organizational cash flow, liquidity and financial position; Oversee banking relationships and ensure secure, compliant financial practices; Review and approve all bank reconciliations; Ensure timely deposits and proper cash handling procedures. Internal Controls, Risk Management & Audit:Design, implement and enforce strong internal control systems. Compliance & Regulatory Oversight:Ensure compliance with federal, state and local regulations, including grant and contract requirements; Support preparation of annual financial statements and IRS Form 990; Monitor regulatory changes and proactively adjust financial practices; Maintain organizational compliance with nonprofit status requirements. Leadership & Team Management:Supervise and develop accounting and fiscal staff; Establish clear processes, documentation and accountability structures; Build cross-training and continuity plans to reduce organizational risk; Foster a culture of accuracy, ownership and continuous improvement. Executive & Board Partnership:Serve as a key financial advisor to executive leadership; Present financial information in a clear, transparent and strategic manner; Support Finance and Audit Committees of the Board; Translate complex financial data into actionable insights for non-financial stakeholders. Qualifications: Experience with nonprofit accounting, including contract and grant accounting, required;Experience in fund accounting, involving county, state and federal contracts, required;Bachelor’s Degree in Accounting, Finance, or related discipline; MBA preferred; CPA license, preferred; Strong GAAP compliance experience; Minimum 5 years’ experience in a senior level managerial accounting/finance role; Proficiency with the MS Office suite of products and industry-related software experience;Experience utilizing MIP (previously Abila) software, preferred;Exceptional oral and written communication and interpersonal skills; Astute time management, attention to detail, accuracy, analytical, organizational, planning, multi-tasking, problem-solving, follow-through skills; Ability to work effectively alone, within a collaborative team environment and to tight deadlines;  Valid California driver’s license, with a clean and insurable driving record; Reliable personal vehicle required; Travel within Santa Barbara County required. Compensation:   $150K-185K base salary DOE, for this for this full-time, exempt position. Benefits:Medical, dental and vision premiums covered at 100% for employee & family; 401k with up to 6% annual employer match; Free fitness/yoga center classes; Free coffee shop items in the on-site café; Monthly office chiropractic visits paid by employee; Weekly on-site masseuse paid by employee; Serenity suite access available. Location:Santa Maria, CA – onsite position, with remote consideration for the ideal candidate.

Your SmartSource

Controller - Nonprofit Organization

Accounting

Accounting Close

Accounting Standards and Regulations

Accounts Payable

Accounts Receivable

Analysis Skills

Auditing

Bank Management

Banking Services

Budget Management

Budgeting

Business Administration

Business Strategy

Cash Management

Certified Public Accountant (CPA)

Chiropractic

Communication Skills

Continuous Improvement

Contract Requirements

Control Systems

Cost Allocation

Detail Oriented

Documentation

Documentation Standards

Driver's License

Federal Contracts

Finance

Financial Analysis

Financial Control

Financial Management

Financial Modeling

Financial Projections

Financial Reporting

Financial Statements

Financial Systems

Financial Transactions

Fitness

Fixed Asset Management

Follow Through

Forecasting

Fund Accounting

Funding

General Ledger Accounting

Generally Accepted Accounting Principles (GAAP)

Government Contracts

Government Grants

Internal Audit

Interpersonal Skills

Massage Therapy

Microsoft Office

Monitor Regulations

Multitasking

Nonprofit

Presentation/Verbal Skills

Problem Solving Skills

Process Development

Reconciliation

Record Keeping

Risk Analysis

Support Documentation

Systems Scalability

Team Lead/Manager

Team Player

Technical Leadership

Time Management

Trend Analysis

Variance Analysis

Willing to Travel

Writing Skills

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Financial AdvisorFirst Command Financial Services, Inc.

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Controller - Nonprofit OrganizationYour SmartSource

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