Growth Advisor - Federal Retirement Planning | Charlotte, NC (Virtual) Most advisors build a book from a cold list. This role starts with an audience that already knows us. Walker Capital Prosperity Group is a boutique advisory firm specializing in federal employees approaching and entering retirement. Founded by Tom Walker, who brings more than a decade of experience specializing in federal retirement planning, Walker Capital has built its practice around a simple philosophy: Empowerment Through Financial Education. That philosophy has grown into a community of 14,000+ federal employees through the Well-Fed newsletter, the Well-Fed retirement book, our FEDucated webinar series, and ongoing federal retirement education - with hundreds of federal employees participating in our educational events. We've built the audience, brand, and infrastructure. We're looking for an advisor who can turn that opportunity into long-term client relationships. Compensation Competitive base salary plus uncapped production-based compensation Six-figure total compensation is achievable in Year 1 for an advisor who successfully builds production, with that level of production expected entering Year 2Long-term upside grows alongside the client relationships and assets you help bring to the firm Full compensation structure shared with qualified candidates
The Opportunity:- Federal employees face unusually complex decisions as they transition into retirement - FERS elections, TSP distributions and rollovers, Social Security, survivor benefits, taxes, insurance, and lifetime income.
- Walker Capital has built a specialized practice around helping federal households navigate those decisions.
- The opportunity is significant. More than 317,000 federal employees separated from federal service in 2025, creating an unusually large population navigating retirement, benefits, TSP, tax, and income decisions.
- You won't start from zero.
- You'll have access to:
- A community of 14,000+ federal employees built through years of education and outreach
- A recurring FEDucated webinar series generating new planning conversations throughout the year
- An established database of webinar attendees, Well-Fed newsletter subscribers, and prior inquiries
- A defined client profile - primarily federal employees ages 55-70 with $500K-$2M in investable assets
- A fully built virtual practice with CRM, compliance infrastructure, planning technology, AI-enhanced workflows, and client onboarding systems
- This isn't a ground-floor startup role. The infrastructure is already here. Your job is to build relationships and scale the advisory business on top of it.
- We create opportunity. You create conversations.
What You'll Do:- 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
- Move people from education to confident action
- We measure outcomes - not just activity.
- What You BringActive Series 65 or Series 66 - required
- Life & Annuity license, or willingness to obtain within 60 days
- ChFEBC® designation, or willingness to earn it within your first year
- A demonstrated track record of sourcing and converting prospects
- Comfort with consistent outbound prospecting and follow-upStrong client-facing communication and relationship-building skills
- The ability to learn and explain complex retirement concepts clearly
- Strong technology aptitude and comfort operating inside a modern virtual practice
- An entrepreneurial mindset - you take ownership rather than waiting for someone to assign the next task
- Based in or near Charlotte, NC - the practice is virtual, but we value in-person collaboration and training early onFederal benefits expertise is valuable, but it can be taught. Initiative, sales discipline, curiosity, and the ability to earn trust cannot.
- Why Walker Capital
- This is not a rank-and-file advisor seat.
- We're looking for one growth-minded advisor who wants to play a central role in scaling a specialized practice with real traction - and build a long-term home doing it.
- You'll have:
- A clearly defined niche with complex planning needs and significant opportunity
- An established brand and reputation within the federal employee community
- A warmer prospect environment than most advisors ever get to work with
- An established education and lead-generation engine
- A fully virtual technology and service infrastructure
- Direct access to the firm's founder and involvement in the continued development of the advisory practice
- Uncapped upside tied directly to the business you help build
How to Apply:- In addition to your resume, tell us about one client you sourced through your own outreach:
- How did you identify the opportunity? How did you start the conversation? What did you do to ultimately win the relationship?
- Walker Capital Prosperity Group - Empowering Those Who Power the Public Sector
