Note: The job is a remote job and is open to candidates in USA. The Miliare Group is a purpose-driven financial services organization focused on making financial education accessible to families from all backgrounds. As a Remote Financial Strategist, you will work with individuals and families to educate them on financial strategies and help them make informed decisions about their financial future.

Responsibilities

• Educate individuals and families on financial strategies and protection planning
• Build and maintain client relationships
• Work independently in a remote environment
• Participate in training, mentorship, and professional development
• Follow all licensing, compliance, and state-specific requirements
• Help families make informed decisions about their financial future

Skills

• Must be based in the United States & provinces of Canada, and US Territories
• Must be legally authorized to work in the United States
• Must hold or be willing to obtain the required license to conduct financial services business in your state of residence
• Must be able to work remotely with reliable internet, a laptop or computer, good lighting, and a distraction-free environment
• Must be self-motivated, coachable, and comfortable with commission/performance-based compensation

Benefits

• Financial planning services
• Flexible schedule
• Professional development assistance
• Referral program
• Retirement plan
• Flexible schedule
• Remote work

Company Overview