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Financial Strategist

The Miliare Group

  • 30+ days ago
  • Remote
  • $40,000–$80,000 Per Year
  • Contractor
  • Part-time
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Skills

  • Entrepreneurshipunmatched
  • Financial Servicesunmatched
  • Financial Strategyunmatched

Description

The Miliare Group is a forward-thinking financial services firm dedicated to helping families and individuals secure their financial legacies. We pride ourselves on providing our agents with top-tier proprietary technology, comprehensive training, and unparalleled team camaraderie to help them build a meaningful independent career.

We are currently expanding our remote team and are looking for entrepreneurial, business-minded individuals to join us as Financial Strategists.

Job Responsibilities

  • Educate clients on comprehensive financial literacy solutions, including wealth accumulation and protection strategies.
  • Build and maintain strong, trust-based client relationships within your community and networks.
  • Utilize our advanced corporate technology platform to analyze client needs and present customized financial solutions.
  • Participate in virtual team training, leadership development modules, and mentorship sessions.
  • Manage your business pipeline independently while collaborating within a supportive team environment.

Numbers & Facts

Location (
Remote
)
Job TypeContractor, Part-time
Salary$40,000–$80,000 Per Year
Company Size51 - 200
HeadquartersMemphis, TN, US
Additional CompensationCommission
Websitehttps://mymiliaregroup.com/

Qualifications

  • Ability to obtain a state insurance license.
  • Must possess a reliable desktop or laptop computer with a stable internet connection capable of hosting virtual video meetings.
  • Strong interpersonal communication, entrepreneurial mindset, and basic computer proficiency.
  • Must be able to provide 3–5 professional references upon request.


This role is highly suited for professionals looking to transition their skills into a business-ownership model. We find that individuals from the following backgrounds highly excel in our structure:

  • Former real estate agents, hospitality professionals, or insurance associates. 
  • Former educators, corporate trainers, or military veterans 
  • Individuals with strong local networks or experience in community outreach. 

Skills

  • Financial Services
  • Communication Skills
  • Series 7
  • Financial Strategy

Benefits

Flexible Schedule, Professional Development, Work From Home

About Company

The Miliare Group is a financial services firm dedicated to helping families secure their financial legacies. We are actively seeking professionals who want to transition their leadership, discipline, and mission-driven focus into a rewarding career.

We provide comprehensive training, licensing support, and mentorship to help you successfully guide clients through wealth building, debt elimination, and estate planning.

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