Wealth Without Wall Street
Finance • Fintech • B2C
Wealth Without Wall Street is a financial education company that empowers individuals to achieve financial freedom through a structured plan. They guide users on a 3-step path that starts with creating a vision of financial freedom, identifying their investor profile, and providing step-by-step support. The company's strategies focus on increasing cash flow and managing debt, helping clients shift their mindset to prioritize passive income over traditional income methods.
2 - 10 employees
Founded 2017
💸 Finance
💳 Fintech
👥 B2C
Sales Development Representative
Job not on LinkedIn
November 14
Wealth Without Wall Street
Finance • Fintech • B2C
Wealth Without Wall Street is a financial education company that empowers individuals to achieve financial freedom through a structured plan. They guide users on a 3-step path that starts with creating a vision of financial freedom, identifying their investor profile, and providing step-by-step support. The company's strategies focus on increasing cash flow and managing debt, helping clients shift their mindset to prioritize passive income over traditional income methods.
2 - 10 employees
Founded 2017
💸 Finance
💳 Fintech
👥 B2C
📋 Description
• Reach out to inbound leads via phone, text, and email (no cold calling strangers!) • Listen to each person’s story and help them find the next right step • Schedule discovery calls for our coaches and wealth strategists • Manage and track your pipeline in our CRM (HubSpot) • Collaborate with our marketing and coaching teams to improve how we connect and convert
🎯 Requirements
• You’re a natural communicator who loves people and believes in our mission • You’re confident on the phone and comfortable handling objections with empathy • You’re driven, goal-oriented, and thrive in a results-based environment • You’re organized, self-motivated, and comfortable working remotely • Experience in sales, customer service, or financial coaching is a plus — but passion and attitude matter more
🏖️ Benefits
• Be part of a movement that’s changing how people think about money and freedom • Competitive pay with performance-based bonuses (your effort = your reward) • Work remotely from anywhere in the U.S. • Access to world-class personal finance education and coaching • A culture built on faith, family, and freedom — not corporate politics
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