Join a Winning Team at Direct Source Wealth
We’re looking for motivated, results-driven sales professionals ready to build lasting success.
Become an Alternatives Wholesaler with Direct Source Wealth
Why Driven Closers Thrive Here
You love the hunt. Every call, every email, every conversation is a chance to build momentum. (Expect 75–150 touches a day.)
You build real relationships. You follow up, follow through, and help producers feel supported and seen.
You like being in the mix. Conferences, client visits, and events keep your network—and your calendar—full.
You run a tight pipeline. You keep the CRM clean, your calendar optimized, and your follow-ups on point. That’s how you win consistently.
What You’ll Master and Lead
High-impact meetings. You’ll turn introductions into meaningful capital raised through compelling conversations.
Call and meeting mastery. You know how to connect on the phone and in person to drive engagement and close results.
Deep advisor trust. You’ll build and nurture long-term relationships across broker-dealers, RIAs, and custodians.
Full ownership. From first touch to close—you’re not just the opener; you’re the finisher.
Who Succeeds on This Team
Credentials that open doors: Series 7 & 63.
Proven foundation: 2–5 years in financial services or fundraising.
Relationship-first: You connect authentically and follow through consistently.
Driven by opportunity: You embrace travel, conversations, and constant motion.
Built like a founder: Resilient, resourceful, and self-directed.
We combine the autonomy of entrepreneurship with the credibility of an established brand.
You get freedom to move fast, backed by resources that help you win big.
We Know What Top Salespeople Want
Because we’ve been there.
No fighting for scraps. No broken promises. No wasted time on unqualified leads.
Here, you’ll have:
- A clean, high-quality pipeline
- Streamlined approvals and fast communication
- Systems that help you sell — not slow you down
- The freedom to perform at your best without corporate chaos
What You Get From Us
Frictionless Sales
Our systems are built to remove red tape and support your momentum.
Full Pipeline Support
Marketing-qualified leads, inbound demand, and a CRM built for efficiency.
Proven Product
You’re representing a brand with a trusted track record and clear differentiation.
Expert Coaching
Direct mentorship from industry veterans who’ve built success from the ground up.
Collaborative Team
A culture built by closers, for closers — where every win is shared.
Our Core Values:
The Foundation of Everything We Do
Before performance, before growth, before results — come our values. They’re not just part of our culture; they define it. Every partnership, conversation, and decision starts here.
Integrity Above All - We do what’s right — especially when no one is watching. Our reputation is our most valuable asset, and we protect it with truth, transparency, and follow-through.
Stewardship - We believe success is a responsibility. Every client, opportunity, and resource entrusted to us deserves our care, discipline, and excellence.
Service Mindset - We lead by serving — putting others first, listening deeply, and seeking to add value before asking for it. That’s how trust is earned and relationships last.
Accountability - We own our word, our work, and our results. No excuses. No passing the buck. We hold ourselves — and each other — to the highest standard.
Excellence with Purpose - We don’t chase shortcuts or surface wins. We pursue mastery in our craft because excellence honors the trust others place in us.
Conviction and Purpose - We believe in something bigger than ourselves — in doing good work, with good people, for the right reasons. Our conviction drives our consistency, and our purpose fuels our persistence.
Unity and Respect - We build together, not apart. Every teammate, client, and partner is treated with dignity and respect — because people matter more than performance.
Character leads everything here. If these values resonate with who you are, apply below.
Everyone wants to work here — and we’re honored by that. But we’re highly selective, because this isn’t a job; it’s a career built around shared values and proven drive.
Apply Now To Join Our Team:
