Skip to main content
McCarthy Search

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

L5

walker capital preservation groupSioux Falls, SD7 days ago

$85 K

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
Financial Advisor – Federal Retirement Planning | Charlotte, NC (Hybrid) 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
  • LocationBased 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:
  • Current Series 65 or a qualifying designation (CFP®, ChFC®, CFA®, PFS)
  • 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
  • PreferredInsurance 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 CRMWhy 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
How to apply: Send your resume and a short note about one client you brought in through your own outreach: how you found them, how you opened the conversation, and what happened. Walker Capital Prosperity Group - Empowering Those Who Power the Public Sector
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$85 K

Location

Sioux Falls, SD

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

To get sharper similar jobs, create your profile using the link below.

Create profile