Virtual Growth Advisor: Federal Retirement Planning

Walker Capital Preservation Group, Inc.; Charlotte (NC); Hybride; USD 100 000 - 180 000; Plein temps

Résumé du poste

Walker Capital Prosperity Group, a boutique advisory firm serving federal employees approaching retirement, seeks an advisor to turn an educated audience into long-term clients. Founded on Empowerment Through Financial Education, the firm offers a well-established webinar series and a large community ready for planning conversations.

The role leverages an existing audience, CRM, and virtual practice to scale advisory relationships; the expectation is to build production with uncapped upside.

Qualifications

• Series 65 or 66 required.
• Life & Annuity license, or willingness to obtain within 60 days.
• ChFEBC designation, or willingness to earn it within first year.
• Track record of sourcing and converting prospects.
• Comfort with outbound prospecting and follow-up.
• Strong client-facing communication and relationship-building skills.

Responsabilités

• Proactively pursue qualified prospects within our federal employee community.
• Consistently use phone, email, and follow-up to turn interest into planning conversations.
• Convert qualified prospects into long-term advisory clients.
• Guide federal households through retirement income, TSP, tax, insurance, and federal benefit decisions.
• Build relationships that deepen over time.
• Maintain and manage your pipeline with clear production targets and accountability.

Connaissances

Series 65/66

Life & Annuity license

ChFEBC designation

Prospect sourcing

Outbound prospecting

Client communication

Tech aptitude

Entrepreneurial mindset

Charlotte proximity

Description du poste

Walker Capital Prosperity Group, a boutique advisory firm serving federal employees approaching retirement, seeks an advisor to turn an educated audience into long-term clients. Founded on Empowerment Through Financial Education, the firm offers a well-established webinar series and a large community ready for planning conversations.

The role leverages an existing audience, CRM, and virtual practice to scale advisory relationships; the expectation is to build production with uncapped upside.