Financial Strategist (Veteran Focus)

The Miliare Group

(remote)

JOB DETAILS
SALARY
$40,000–$80,000 Per Year
JOB TYPE
Contractor, Part-time
SKILLS
Series 7, Financial Strategy, Financial Planning, Financial Modeling, Insurance, Loss Prevention, Mentoring, Training/Teaching,
QUALIFICATIONS

Qualifications

  • Strong communication, interpersonal, and leadership skills.
  • A background in Military Service, Leadership, or Public Service is highly valued.
  • Ability to obtain a state insurance license (structured training and support provided).
  • Dedicated, distraction-free remote workspace equipped for virtual video meetings.
RESPONSIBILITIES

What You’ll Do

  • Educate and guide families through comprehensive financial planning strategies, including debt elimination and wealth protection.
  • Build and maintain long-term, trust-based client relationships within your community.
  • Participate in virtual training modules, mentorship programs, and regular team alignment meetings.
  • Work independently to manage your client portfolio while utilizing full corporate support and resources.
BENEFITS
Flexible Schedule, Professional Development, Work From Home
ADDITIONAL COMPENSATION
commission
POSTED
30+ days ago

This position is designed for transitioning military service members, veterans, and service-minded individuals looking to apply their leadership and discipline to a career in financial services.

We focus on helping families secure their financial legacies through education on debt elimination, wealth building, and asset protection.

Fully remote, flexible schedule (with part-time to full-time transition potential) within a supportive, team-oriented culture. Company-wide in-person events throughout the year.

Performance-based commission structure with uncapped earning potential.

No prior financial experience is required. The company provides complete training, mentorship, and support to help candidates obtain their state insurance license. 

A laptop/desktop and strong interpersonal skills are required.

About the Company

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The Miliare Group

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

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

COMPANY SIZE
51 - 200
HEADQUARTERS
Corona, CA, US