Financial Strategist and Independent Entreprenuer

Company Description

Roland Consulting Services is seeking new business partners at The Miliare Group who provides financial education and client advisory services focused on long-term planning, risk management, and asset protection for individuals and small businesses.

Position: Client Financial Services Associate (Contract)

The Miliare Group is seeking a Client Financial Services Associate to support client education, planning, and service delivery. This role is designed for individuals interested in developing professional skills in financial services within a structured, client-focused environment.

This is an associate role and an excellent entry point to the industry allowing one to build their own book-of-business and ultimately own agency. For those already in the industry we are non-captive and therefore offer some of the best commission structures available all at no-cost to clients. This is a 100% commission role so it is ideal for individuals who are comfortable in this environment (or for those looking to build a side-gig to supplement W2 income). Many start part-time until they build a consistent business.

Responsibilities

• Participate in structured onboarding and role-specific training
• Assist with preparation of client education materials and plan reviews
• Support client meetings and follow-up communications
• Analyze basic client financial information to identify planning needs
• Learn applicable compliance, documentation, and client service standards
• Support business development initiatives through approved marketing activities

Qualifications

• 18 years of age or older with valid US SSN
• Authorized to work in the U.S. with residence in one of the 50 states or its territories
• Professional communication skills
• Willingness to complete background screening as required
• Interest in financial services and client-facing work

Prior experience in financial services is not required. Training is provided.

Compensation

• Contract (1099) position
• Performance-based compensation structure
• Earnings vary based on activity and client engagement
• No recruiting-based compensation

Work Environment

• Remote
• Flexible scheduling available
• Part-time and full-time availability

Benefits

• Access to professional training
• Access to healthcare and other benefits at brokerage costs