Our Ambassador Program

Imagine an opportunity where you:

  • Enjoy high-flexibility, high-integrity side income

    Whether you’re looking to build a nest egg or enjoy guilt-free spending, our program was designed to complement — not to commit — your other professional and personal priorities.

  • Connect with an ambitious community

    Join our diverse, woman-led team on a mission to change how financial advice can reach and serve a new generation of wealth.

  • Up-level your financial acumen

    Become a trusted voice to help people you care about receive excellent financial advice. We’ll cover the costs and provide your curriculum for investing and practical personal finance.

Apply Here

What is the RightWise Wealth Ambassador program?

A flexible affiliate / referral program:

  • Work with our team to co-host educational events
    Bring financial education to your workplace and networks by partnering with our team to host small group discussions and webinars.

  • Earn when attendees convert to clients
    You’ll receive a one-time upfront payment, plus monthly payments so long as the client remains with our firm. There’s no maximum for this cumulative passive income stream.

  • Fit us around your other priorities
    A busy quarter? Let us know when life calms down. Some downtime, or an upcoming trip for which some extra cash would be nice? Let’s work together to launch a campaign.

How can you learn more?

  • Attend our next webinar

    Join us for a 30-minute overview of our program and its application process, plus time for a Q&A. Can’t make this specific time? If you register, you’ll receive a video recording after the session.

    Register Here

  • Submit your application

    We are currently accepting and reviewing applications on a rolling basis.

    Apply Here

What happens after you’re admitted to the program?

Onboard to the team

    • Ensure there are no ethical or regulatory reasons you cannot work in wealth management

    • Watch our on-demand training videos on topics like “Financial Planning 101” and “Why RightWise?"

    • Meet with your program lead any time with questions

    • Connect with fellow Ambassadors in our Slack channel for support

  • We provide your training curriculum, including online videos, flashcards and plenty of moral support.

    Depending on your experience and availability, this is 2 - 10 weeks of studying. (We find our Ambassadors are more likely to over-study than underprepare.)

    You may be exempt from this regulatory requirement if you hold certain other finance credentials, such as the ChFC, CFA, CFP, CIMA or PFS.

Share our firm

    • Could a friend benefit from financial advice as she welcomes a new child? Did a coworker ask if anyone knows a good financial advice firm? You can send individuals our way directly.

    • We will never ask you to make cold calls or to do anything that makes you or someone else uncomfortable.

    • Organize group Zoom calls where friends and others you know can ask a financial advisor questions in a friendly, low-pressure environment

    • Work with one of our financial advisors to create financial educational materials specific to your company, and then share our webinars with your community

Grow together

    • Join optional trainings on financial topics, sales confidence and more

    • Join a friendly, passionate group for camaraderie, education and encouragement

    • Come together for team onsites -- our last onsite in Las Vegas was a great mix of professional development, socializing and off-strip local dining

    • What do you think? We want to know! Help us achieve our ambitious goals while we help you achieve yours

Why feel great about recommending RightWise Wealth?

  • Fiduciary and independent
    We take our obligations to clients very seriously: we have no in-house products and earn no commissions.

  • Modern team, modern attitudes
    We’re proud to work with households that break the mold: couples where the woman is the primary earner, couples who keep separate finances, LGBTQ+ households, and people who work in alternative industries.

  • Personal attention and hands-on service
    We don’t provide cookie-cutter advice. We get to know our clients deeply as human beings and take our time to make sure clients understand our recommendations. And if they call (or email, or text, or set up time on Calendly) a human is there.

  • No investment minimums
    We don’t think financial advice should only be available to people who already have $500,000 or a million already saved outside their retirement accounts. We have no investment minimums required to receive our financial advice.

What do we consider as we evaluate potential Ambassadors?

We’re looking for:

  • Excitement for our mission — providing excellent, ethical financial advice and investment management:
    Finance can be intimidating, exclusionary, opaque and even sketchy. We hope you’re thrilled to join and build a firm that’s cutting a new path for a new generation of wealth.

  • Comfortable recommending RightWise Wealth to people who like and trust you
    We won’t ask you to make cold calls or memorize scripts to overcome objections. Quite the opposite: we want to help you find a comfortable and authentic way to share RightWise Wealth. We hope you’re the sort of person who is excited to share something great with the people you care about.

  • Track record of academic accomplishment
    Our training program is accelerated, and we want our Ambassadors to succeed. We have no hard cutoffs, but we’ll want to see something in your background that suggests you can meet an academic challenge.

  • No disqualifications
    Ultimately, this is an area where we exercise professional judgement, but there are black-or-white situations, especially if you have a criminal record related to financial services.

We’re not concerned:

  • Whether you have another role
    So long as you don’t have any disqualifying conflicts of interest, we’re happy to be your side gig.

  • Whether you’re out of the workforce
    Some of the smartest, most accomplished and ambitious people we know have spent time as a full-time parent or otherwise outside the traditional career path.

  • Whether you have any prior experience in financial services
    If you’re eager to learn, then we’re eager to welcome your fresh perspective.

  • Whether you live near our physical office
    We are confident that we can provide great service to Ambassadors and clients near and far.

Additional Information

  • No. Ambassadors are 1099 contractors. We do not dictate your specific hours or duties, and you have no guaranteed compensation.

  • Ambassadors do not provide financial planning or investment management to our clients; we employ professional advisors to own and serve those relationships. Ambassadors receive their securities license so that they can speak credibly on financial basics and receive compensation for their work in this regulated space.

  • No. While you can refer individuals directly (and we hope you feel excited to share our services with people who could benefit) you will never be asked to cold call or to spring sales requests on high school friends under the auspices of "just catching up." Ambassadors primarily share our firm by sharing our educational events with their communities.

  • No. RightWise covers all costs associated with your background checks, training, Series 65 program and regulatory registration.

  • No. You are only paid for referred prospects who subsequently sign with RightWise Wealth as clients.

  • No. You are only paid for clients who sign with our firm. RightWise Wealth may reject a client if we do not believe our services are a good fit for their needs, and clients may decide not to work with us after discovery conversations or reviewing a proposal.

  • It varies, depending on your background in the material and your experience taking tests. The questions are straightforward and the passing score is only ~70%, but the list of potential topics is long and some are obscure. One month of focused studying or two months of relaxed studying should suffice for most. As Founder Caitlyn Driehorst likes to joke, "Guys named 'Chuck' pass this exam every day."

  • No. We have no revenue share based on recruiting new Ambassadors (i.e., there is no “pyramid.”) You are not assigned a production team nor are you required to make any upfront investment.

  • Yes. As a contractor, you are paid for successfully sharing our firm with prospects who then sign to become clients.

Ready to be a RightWise Wealth Ambassador?