Remote Financial Services Representative
Dream Capital FinancialCharlotte, North Carolina, United States
Posted December 11, 2025
Contract / Temporary
About the Company
Dream Capital Financial is a boutique investment firm that specializes in providing tailored capital solutions for mid‑market companies. The firm offers a full suite of services, including capital raising, strategic advisory, and portfolio management, leveraging a deep network of institutional investors and data‑driven investment strategies. What sets Dream Capital apart is its client‑centric approach, focusing on long‑term partnerships and customized financing structures that align with each client’s growth objectives. The company culture emphasizes integrity, collaboration, and innovation, fostering an environment where rigorous due diligence meets flexible, forward‑thinking solutions.
Job Description
We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds.
Requirements
- Background Check & Clean Record
- USA Citizen with Valid Social Security Number
- At Least 18 Years of Age
- High Level of Integrity and Moral Compass
- Able to Complete Licensing in 30 Days
Benefits
- Lucrative Career Change
- Ownership of a Business
- Control of Their Time
- Commission, Residual, and Passive Income
- A Career in the Financial Sector
- Mentorship and Personal Development