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
  • RemoteFlexible 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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JOB OVERVIEW

Experience level

Senior

Location

Denver, CO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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