Financial Strategist and Independent Entreprenuer

Posted 2 days ago

roland consulting servicesDenver (CO)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

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

Benefits: Access to professional training Access to healthcare and other benefits at brokerage costs

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