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 SSNAuthorized 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
- RemoteFlexible scheduling available
- Part-time and full-time availability
Benefits:
Access to professional training Access to healthcare and other benefits at brokerage costs
