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.