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Financial Consultant

Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Dream Capital Financial
Full Time, Part Time, Remote/Work from Home position
Listed on 2026-01-06
Job specializations:
  • Business
    Business Administration, Business Development
Job Description & How to Apply Below

Charlotte, North Carolina, United States

The Opportunity

This businessopportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quickleadership advancement andgrow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.

We

are looking for someone who wants:
  • Remote Work from Home
  • To Work With People
  • Ownership of a Business
  • Control of Their Time
  • Commission, Residual, and Passive Income
  • A Career in the Financial Sector
  • Mentorship and Personal Development
Our Services

We offer a wide range of financial services, including:

  • Personal Finance
  • Retirement Solutions
  • Long Term Care
  • Small Business Protection Plans
  • 401K and IRA Rollovers
  • Life Insurance Planning
  • College Planning

And more.

First 30 Days &Training Program

You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to
make the transition from a W2 intoowning their own business
on our platformover time.

Expect to spend
10-20 hours per week in the beginning of your career
completing the training program. You will develop your own schedule.

In your first 30 days, you will complete ourtraining program which includes:

  • Acquiring Your Life and Health License
  • Attending Virtual Trainings and Completing Field Trainings
  • Marketing and Growing the Foundation to Your Business
  • Developing Lead Systems and Creating a Business Plans
  • Identifying First Clients and Business Partners

You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.

Virtual Live Weekly Training

Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.

Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.

Who Are We Looking For? Someone With..
  • Legality, Ethics, and Morality
  • Interest in Finance, Money,&Investments
  • Leadership Skills /Wanting Growth
  • Great People Skills and Public Speaking
  • Customer Service (Client Relations)
Requirements

USA Citizen with Valid Social Security Number

At Least 18 Years of Age

High Level of Integrity and Moral Compass

**** Able to Complete Licensing in 30 Days****

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