Ambassador Program (Portfolio Career Opportunity)

Misc.Finance/Accounting
Written By Elisa Hayden

Contact: Caitlyn Driehorst, caitlyn@rightwisewealth.com


Job Description:

If you are passionate about personal finance and interested in a portfolio career opportunity that invests in you and builds a new passive income stream, consider joining RightWise Wealth’s Ambassador program. RightWise Wealth’s Ambassador program is an affiliate program rooted in community and passion for personal finance. Ambassadors become licensed representatives of our firm (costs sponsored by RightWise, and with the support of our team and their peers) and then share our education materials with their communities; if there's a fit and someone becomes a client for our fiduciary services, Ambassadors can build a passive income stream from those referrals.

Our Ambassadors come from schools like Berkeley, Cambridge, Duke, Northwestern, and employers like UChicago, Google, and check-writing VCs. Non-financial benefits of membership include an active Slack community, limited complimentary financial planning from our financial advisors, and an annual onsite for training and team building. (This year’s onsite was in Salt Lake City, and activities included training on financial advisor pricing structures, an executive coaching session on storytelling, a sunrise hike and small-group dinners).

RightWise Wealth is backed by Fenway Summer (led by the former head of the CFPB) and founded by Caitlyn Driehorst (UChicago BA, UC Berkeley-Haas MBA, ex-BCG).

We’re looking for:

  • Excitement for our mission: providing excellent, ethical financial advice and investment management

  • Comfortable recommending RightWise Wealth to people who like and trust you

  • Track record of academic accomplishment: Ambassadors are required to pass the Series 65 exam (with our support) and that’s easier if you enjoy learning

  • No regulatory disqualifications

We’re not concerned:

  • Whether you have another role

  • Whether you’re out of the workforce at the moment

  • Whether you have any prior experience in financial services

Learn more and apply here.

Elisa Hayden
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