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Lead Advisor | Virtual Financial Advisor
Retirement Capital
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
Über
At Retirement Capital, we’re building a different kind of advisory firm.
Our mission is simple:
More Life. Less Limits.
Through the
More Life Method™ , we help clients experience more confidence, more connection, and more freedom in retirement by integrating
Income, Investments, Taxes, Healthcare, and Legacy
into one holistic retirement plan. We’re a digital-first, human-centered firm built for advisors who want to do meaningful work inside a bigger mission.
About the Role We’re hiring a
Lead Advisor
who is strong in retirement conversations, confident in consultative sales, and comfortable recommending annuity solutions when appropriate. This is
not
an entry-level role, and it’s
not
a lone-wolf setup. If you’re tired of prospecting on your own, handling paperwork without support, or spending too much time on everything except client conversations, this role is built differently. You’ll step into a
virtual-first, team-based environment
with qualified retirement-focused opportunities, back-office support, and a proven process designed to keep you client-facing and effective.
You won’t be responsible for building funnels, managing ad spend, or doing every piece of admin alone. Your job is to lead meaningful client conversations, deliver clear recommendations, and help people move toward a retirement with more life and less limits.
Responsibilities
Conduct retirement-focused planning conversations with pre-retirees and retirees
Lead initial appointments and follow-up meetings with qualified opportunities
Deliver clear, compliant recommendations across investment and annuity solutions when appropriate
Use the
More Life Method™
to guide holistic planning across
Income, Investments, Taxes, Healthcare, and Legacy
Operate within a fiduciary-first, team-based environment
Partner closely with internal support, onboarding, and operations teams to create a smooth client experience
Stay focused on advising, relationship-building, and implementation
Qualifications
Active
Life & Health insurance license
1–5 years
of client-facing advisory experience
Strong consultative sales skills
Comfortable working with retirement-age clients
Insurance-only backgrounds do not qualify
Preferred Skills
Proven
Fixed Indexed Annuity
experience ( 1+ years preferred )
Experience with retirement income planning and distribution conversations
Confidence building trust in virtual appointments
Coachability, ownership, and the ability to thrive inside a proven process
Why Retirement Capital
A mission bigger than production:
More Life. Less Limits.
A digital-first model without losing the human touch
A holistic planning framework through the
More Life Method™
Back-office, operations, and marketing support designed to keep advisors client-facing
A culture built on
100% ownership ,
no egos, only excellence , and
we move mountains together
W-2 employee role
Base salary negotiable based on experience
Target first-year total compensation: $150,000+
401(k)
Paid time off and holidays
High performers can earn well beyond year-one targets
Equal Opportunity Statement Retirement Capital is committed to building a high-performing team that values excellence, opportunity, and diverse perspectives. We encourage qualified candidates from all backgrounds to apply.
Apply If you’re an experienced advisor who wants more support, more leverage, and a bigger mission, apply through LinkedIn to start the conversation.
#J-18808-Ljbffr
Sprachkenntnisse
- English
Hinweis für Nutzer
Dieses Stellenangebot wurde von einem unserer Partner veröffentlicht. Sie können das Originalangebot einsehen hier.