Wealth Referral Consultant

Cannon Capital Group; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Join a premier wealth strategy firm as a Wealth Referral Consultant, where you can earn competitive commissions by connecting qualified prospects with expert advisors. This remote position offers flexible hours and comprehensive training—perfect for individuals with strong networks and a passion for helping others achieve financial goals.

Benefits

Comprehensive Training

Expert Support

Total Flexibility

Growth Opportunities

Qualifications

• Outgoing individuals with strong networks.
• No specific finance background required.
• Motivated to help others achieve financial success.

Responsibilities

• Connect with individuals having $50K+ in deployable capital.
• Introduce prospects to the advisory team.
• Earn commissions per closed client.

Skills

Networking

Communication

Confidence

Job description

4 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Cannon Capital Group

Curating Exclusive Financial Success | Tax-Free Income Streams & Wealth Strategies

Wealth Referral Consultant – Lucrative Opportunity (Commission-Only | Remote)

Location: United States (Remote)

Compensation: Performance-based commissions, averaging $3K–$15K+ per closed client

Who We Are

At Cannon Capital Group, we’re a premier wealth strategy firm passionate about helping high-net-worth individuals, families, entrepreneurs, and businesses grow and protect their wealth. We create tailored, tax-advantaged solutions; often involving premiums of $100K–$150K+ that offer financial security without the ups and downs of traditional investments. Our goal? To make wealth-building straightforward and stress-free, giving our clients peace of mind and a clear path to their financial dreams.

With a nationwide reach and a commitment to excellence, we collaborate with top financial experts to deliver unmatched value. Whether it’s safeguarding generational wealth or optimizing business capital, we’re redefining how success-driven people achieve financial freedom—and we’re excited to invite you to join us!

Who We’re Looking For

We’re searching for outgoing, well-connected people to join us as Wealth Referral Consultants. You don’t need a finance background—just a knack for building relationships and a desire to connect others with life-changing opportunities. Your role is simple: spark conversations, share our mission, and introduce qualified prospects to our expert advisory team.

No license required. No finance experience needed. We provide full training to set you up for success. If you’re a natural connector with access to people who have big financial goals, this is your chance to shine!

Perfect For

• Entrepreneurs, coaches, or community leaders with strong networks
• Realtors, consultants, or professionals who know business owners or high-earners
• Anyone with a warm personality who loves opening doors and making introductions
• People with access to individuals or businesses with $50K+ in deployable capital

What Makes You a Fit?

• You’re friendly, confident, and great at starting conversations
• You have a network of successful people (friends, colleagues, or clients)
• You’re motivated to earn big by helping others achieve financial success
• You’re open to learning—we’ll teach you everything you need to know!

Your Role

• Reach out to your network to find prospects with $50K+ in deployable capital
• Share our mission using easy-to-follow pitch guides and gauge their interest
• Connect interested prospects to our expert team (we take it from there!)
• Earn a generous commission when your referred client signs on for a strategy

What You Get

• Lucrative Commissions: Earn $3K–$15K+ per closed client.
• Comprehensive Training: No experience? No problem! We provide step-by-step training, pitch templates, and marketing materials to make your role easy and fun.
• Expert Support: Our licensed advisory team handles the technical details and ensures compliance, so you can focus on connecting.
• Total Flexibility: Work remotely, on your own schedule, as a rewarding side hustle or more—leverage your existing relationships at your pace.
• Growth Opportunities: Want to dive deeper? Explore training for a bigger role with us down the road.

How to Apply

Ready to turn your relationships into uncapped income? Apply quickly through LinkedIn’s Easy Apply! Just click the Easy Apply button and submit your application, including a brief note about:

• Your background
• A bit about your network (e.g., who you know or connect with)
• Why you’re excited about this role
• No cover letter needed—your LinkedIn profile and note are enough to get started! We’re onboarding a select group of consultants—apply by July 21, 2025, to join us. Don’t worry if you’re new to this; our training will guide you every step of the way. Let’s build wealth together!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Cannon Capital Group by 2x

Get notified about new Wealth Management Consultant jobs in United States.

Wealth Advisor, Investments (Specialize in working with the UHNW/HNW & well versed in Alts)

United States $95,000.00-$120,000.00 3 weeks ago

Entry Level - Wealth Manager - NJ, Secaucus (3257)

United States $125,000.00-$1,500,000.00 1 day ago

United States $150,000.00-$600,000.00 3 weeks ago

Managing Director-Regional Wealth Manager

CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

Bellevue, WA $150,000.00-$1,000,000.00 1 day ago

United States $150,000.00-$1,000,000.00 1 day ago

Tampa, FL $150,000.00-$1,000,000.00 1 day ago

Wealth Advisor, Technician *Specialized in Tax Planning and Wealth Transfer Planning

United States $185,000.00-$215,000.00 1 day ago

San Francisco, CA $150,000.00-$1,000,000.00 1 day ago

Salem, OR $104,621.00-$130,777.00 1 day ago

New York, NY $150,000.00-$1,000,000.00 1 day ago

Miami, FL $150,000.00-$1,000,000.00 1 day ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.