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Financial Systems Architect / Business Partner
Job ID: NAS-ARCT-25
Type: Independent Commission-Based Partnership
Location: Entrepreneurial Control: Build Your Practice From Any U.S. Location
A Foundational Commitment: The NASAWAYS System
This unique opportunity is built on the bedrock of genuine effort, strategic patience, and ethical professionalism. Our core methodology was forged by demanding relentless professional mastery, resilience, and the successful navigation of all prerequisite state authorizations under the WFG platform. NASAWAYS was established because we believe this path—a true meritocracy—is the most equitable way to seize entrepreneurial opportunities in the modern financial landscape. NASAWAYS is the name of our specialized Mentorship and Training System. Our system provides the proven, ethical roadmap and operational guidance that steers dedicated individuals like you through the required work. We seek partners defined by their character and commitment to excellence, not merely their credentials.
The foundational question we must all face: Are you financially prepared for the Great Wealth Transfer, the inevitable tax fluctuations, and the volatile inflation shaping the next decade? For 90% of job seekers and recent graduates, the answer is a resounding "No."
The biggest mistake financially capable professionals and young graduates make is prioritizing a fixed salary and temporary job security over ownership, compounding income, and strategic future planning. This path leads straight to:
The Retirement Crisis: Relying solely on company 401(k)s that are often insufficient against rising costs.
The Tax Trap: Being unprepared for fluctuating federal and state tax laws that erode current and future income.
Inflation Erosion: Watching savings lose purchasing power rapidly due to consistent inflation, which the average investment portfolio fails to outpace.
The Market & Economic Imperative: Why NASAWAYS Now
We are at a critical economic pivot point, creating an unmatched opportunity for financial professionals:
The Great Wealth Transfer (GWT)
Economic Trend
Inflation Volatility
Tax Regulation Flux
The North Carolina Growth Edge
Over $70 Trillion in assets is expected to pass from Baby Boomers to younger generations in the US by 2045. This massive transfer requires expert, proactive financial advising.
Statistical Reality & Urgency
The Federal Reserve’s target of 2% inflation is often exceeded, meaning assets must achieve returns significantly higher than this just to maintain parity. For example, the S&P 500 has averaged over 10% returns historically, but that figure is meaningless without a plan to manage volatility and tax drag.
With the sunsetting of major tax cuts, the average marginal tax rate is projected to increase, placing a heavy burden on middle-class savings.
North Carolina's population is over 10.8 million and is one of the fastest-growing financial and tech hubs, offering a dynamic and unmatched market for your business.
To train and empower a new generation of advisors ready to manage this historic transfer and structure tax-efficient wealth strategies.
NASAWAYS Vision
To deploy financial products and strategies (in partnership with firms like Transamerica and Nationwide) that protect client capital against inflation and market fluctuation, emphasizing risk-managed growth strategies.
To equip our partners with the deep knowledge of new regulations to help clients secure their life by maximizing tax-advantaged vehicles and minimizing future liability.
To build a dominant, localized team in the RTP Area (Research Triangle Park) ready to serve this rapid influx of high-net-worth residents and new businesses.
Stop Looking for a Job, Start Building Your Business: An Entrepreneurial Opportunity in Financial Services
(RTP Area)
Are you ready to break away from the traditional career path and build your own financial future? Have you grown tired of spending your talent and valuable time on someone else's dream?
NASAWAYS is looking for individuals who believe in the power of entrepreneurship, strategic planning, and building a powerful business in one of the most promising regions in the U.S, North Carolina and the RTP area. We will help you learn from the fate of those who prioritized a fixed salary and temporary job security, and instead, design your own independent future.
What Makes This Opportunity Different?
This is not a job ad; it is an invitation for a partnership on a path we walk as representatives of WFG (World Financial Group). We have operational partnerships with major, reputable companies such as Transamerica and Nationwide to provide the best services to our clients, and you too can benefit from these collaborations.
A Personal, Not Algorithmic, Approach: Your application will be personally reviewed by a real person, and our first conversations will be in person, ensuring a strong start to our partnership.
Specialized One-on-One Mentorship: We will personally and professionally guide you through every step, from obtaining the necessary licenses to launching your own business, at no cost to you. This includes a structured, intensive 18-month roadmap designed for rapid skill mastery and early client acquisition, leveraging our own successful experience to ensure your growth.
The NASAWAYS Competitive Edge: Perpetual Regulatory and Financial Mastery
In an industry defined by regulatory convergence and accelerating product innovation, a reliance on informal online data poses a significant threat to fiduciary responsibility and client trust. Your partnership with the NASAWAYS team within WFG is not merely an entrepreneurial opportunity; it is an investment in proprietary, lifelong professional development.
Upon acceptance, you gain exclusive, controlled access to a continuously updated learning management system (LMS), sharply differentiated from general market information:
Regulatory Precision & Compliance: Specialized modules detailing the most recent SEC/FINRA regulations, state-specific licensing requirements for North Carolina, and complex tax legislation updates (e.g., changes to retirement contribution limits and estate planning thresholds). This knowledge ensures adherence to the highest tandards of professional ethics and compliance.
Data-Driven Client Strategy: A proprietary curriculum built on econometric models and market data for advanced client segmentation, needs-based assessment, and the strategic deployment of financial and insurance instruments.
The Competency Bridge: This formal, structured content is the "Official Source of Truth"—an essential bridge between the foundational licensing knowledge and the practical, advanced competencies required to manage complex wealth transfer and secure life planning in the modern market.
What You'll Be Doing:
Client Needs Assessment: You will build a professional network and identify financial needs, helping individuals and families achieve their goals.
Financial Advising: You as State Licensed Partner will use your expertise to recommend the best financial and insurance products, such as life and retirement plans.
Team Building: By recruiting and leading your own team, you will not only increase your own income but also empower others to achieve financial independence.
Qualifications We Are Looking For:
Entrepreneurial Spirit: A strong desire to build and manage your own independent business.
Communication & Interpersonal Skills: The ability to connect with people, build trust, and network effectively.
Mission & Social Stewardship: A genuine interest in guiding individuals toward financial security, coupled with a commitment to community economic stability and social responsibility through informed financial planning.
Self-Motivated & Disciplined: The drive to work independently and manage your own schedule and goals.
Willingness to Learn: A commitment to obtaining necessary licenses and engaging in continuous professional education.
North Carolina & RTP Area Residency: This position is for individuals who reside in this region.
The Benefits of This Opportunity:
Unlimited Earning Potential: As a commission-based professional, you are the only one who sets your income ceiling. Many of our successful partners earn between $50,000 to $100,000+ in their first year. This income is directly tied to your effort and drive in team-building and sales.
Operational Autonomy & Time Ownership: You are the CEO of your own financial practice. You retain full operational autonomy over your schedule, client meetings, and workflow management.
Independent Career Path Across All States: You are building a business for yourself, not working for one. After obtaining your licenses in North Carolina, you can expand your operations to all states in the U.S.
Our Shared Mission:
Our benefit from this collaboration lies in our ability to lead and guide a network of trained professionals. We in NASAWAYS do this because we believe the economic and social growth of our community is a necessity, and we feel personal responsibility to help make that happen.
Conclusion and Call-to-Action
The data is clear: the future requires proactive financial planning and the demand for ethical, expert advisors is immense. If you are ready to stop merely earning a paycheck and start strategically building your wealth and the financial security of those around you, your time is now.
Take the first step toward becoming a financial leader and helping others secure their future. Secure your seat in our Elite Design Unit. Click below to begin your systematic journey toward financial leadership.
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One of our younger colleagues, after just six months of hard work and learning, was able to build a team and reach an income level far beyond that of a traditional job. This is just one example of the success possible.
A Client Success Story:
This work is about creating profound change. For example, one NASAWAYS client—a young RTP tech professional—believed he was adequately saving for retirement. After a comprehensive planning session focused on tax-advantaged strategies and proper asset allocation (the direct result of our proprietary training), he discovered he could accelerate his retirement timeline by 7 years while simultaneously funding his children's education. This is the measurable, lasting impact you will bring to your community.