Solicitor Alliance Program – Referral Partner Opportunity

Capital360Financial | Remote or Local to Springfield, MO


Are you a trusted professional, networker, or community connector looking to generate additional income without selling or becoming licensed? Join Capital360Financial’s Solicitor Alliance Program and earn meaningful compensation by referring clients to a fiduciary wealth management firm.


About Us

Capital360Financial is a fiduciary-only wealth management firm providing transparent, customized financial planning and investment management. We serve individuals, families, and business owners who seek guidance rooted in clarity, trust, and long-term success.


Opportunity Overview

We are looking for motivated and connected individuals—such as CPAs, attorneys, realtors, consultants, or community leaders—to partner with us as Solicitor Referral Partners.


What You’ll Do:

  • Refer individuals or businesses who may benefit from professional wealth or retirement planning
  • Introduce our team and help facilitate warm introductions
  • Stay involved only as much as you prefer—no pressure, no quotas


What You’ll Earn:

  • Earn 20% of advisory revenue for the first two years of any client you refer
  • Potential to earn $1,000–$50,000+ per referral based on assets under management
  • Clear, signed solicitor agreement provided for your records


Why Partner With Capital360Financial?

  • Transparent, fee-only model (no commissions or product sales)
  • Full-service financial and retirement planning firm
  • Corporate retirement plan specialists and fiduciary advisors
  • Your referrals are handled with utmost care and trust


No licenses or financial background required—just your network and the desire to help others find honest financial advice.

Apply Now