Financial Advisor - Federal Retirement Planning | Charlotte, NC (Hybrid)

Walker Capital Preservation Group, Inc.; Charlotte (NC); À distance; USD 77 000 - 94 000; Plein temps

Résumé du poste

Walker Capital Prosperity Group seeks an experienced financial advisor to capitalize on a warm federal audience. You’ll lead outreach to opt-in federal employees, guide discovery through to close, and manage your pipeline in our CRM.

The role emphasizes advisory first on TSP/retirement-rollovers, with insurance and annuities as a secondary path where suitable. The position offers $85K in fixed annual pay plus an uncapped revenue share, with high earners reaching mid-$100Ks in year one.

Qualifications

• Licensed in life and annuity or able to obtain within 60 days.
• Minimum 3+ years in financial services with a record of new client acquisition.
• Strong outbound outreach through phone and email to warm leads.
• Clean regulatory record and commitment to designation (ChFEBC) within first year.

Responsabilités

• Reach out by phone and email to federal employees who opted in, following data-ranked prioritization.
• Run discovery and planning meetings (mostly virtual) through to close.
• Manage your pipeline in the CRM and track outcomes.
• Drive client relationships with a focus on assets and results.

Connaissances

Cold calling

Lead qualification

Client relationship development

Virtual meetings

CRM navigation

Phone etiquette

Formation

Life and annuity license

CFP or planning designation

Outils

CRM software

Description du poste

Most advisors build a book from scratch. This role starts with an audience that already knows us, and with data that points you to the people most likely to be ready.

We’re looking for an established financial advisor who excels at winning new client relationships and wants to level up. That means a warm audience, a marketing engine behind you, and targeting that tells you where to start each day.

The opportunity

• Targeting. Every lead is scored on engagement and self-reported wealth signals. You work from ranked leads and ranked former prospects, not a raw list.
• A warm federal audience. More than 10,000 current and former federal employees have opted in through our Well-Fed newsletter and 5-star rated book, and our FEDucated webinar series. The audience grows with every webinar.
• Advisory first. Lead with Thrift Savings Plan (TSP) and retirement-plan rollovers into advisory relationships, positioning insurance and annuities as the second step where appropriate.
• Support. Marketing and back office are handled, so your time goes to clients.
• The timing. More than 1 in 4 federal employees are 55 or older (OPM, 2024), the age when retirement and TSP decisions begin. About 317,000 left federal service in 2025 (OPM).

What you’ll do

• Reach out by phone and email to federal employees who have opted in, starting with the ones the data ranks highest. You direct the logic that goes into your targeting.
• Run discovery and planning meetings, mostly virtual, through to the close.
• Manage your own pipeline in our CRM.
• Be measured on outcomes (clients and assets), not activity.

Compensation

• $85K in total fixed annual pay (base salary and a health and technology stipend combined)
• Uncapped revenue share on top, growing over time
• High-performing advisors can earn in the mid-$100Ks in year one

Location

Based in the Charlotte area. The role is primarily virtual, with regular in-person co-working. Fully remote is possible for candidates who clearly stand out, for example with a production record well beyond the requirements, prior federal service, or a designation such as the CFP.

Requirements

• Life and annuity license, or able to obtain one within 60 days
• 3+ years in financial services
• A track record of opening new client relationships through your own outreach
• Comfortable on the phone with warm leads
• Clean regulatory record
• Commitment to earning the ChFEBC designation within your first year

Preferred

• Insurance and annuity experience
• Experience with retirement-plan rollovers, especially for pre-retirees aged 55–70
• Federal background (your own service or your family’s)
• CFP or another planning designation
• Comfortable in a virtual practice run on a CRM

Why Walker Capital

• An audience that already knows us, built through education-led marketing since 2014
• Work directly with founder Tom Walker, ChFEBC
• Mostly virtual, based in Charlotte
• Not a rank-and-file seat: uncapped upside and room to grow with the firm

Walker Capital Prosperity Group - Empowering Those Who Power the Public Sector