Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Specialist

Part-time

The Miliare Group

About Us

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 Services Representatives.

Preferred Backgrounds

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.

What You’ll Do

  • 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.

Requirements

  • 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.

If you are looking for long-term career equity and a supportive, high-integrity community to back your entrepreneurial goals, we invite you to apply.

Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Financial Solutions Specialist in Port Charlotte, FL vacancy
  •  ..., Florida , United States Job Description Job Summary: A Financial Specialist - Floating should demonstrate commitment to delivering distinctive...  ..., engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing... 
    Suggested
    Full time
    Temporary work
    Part time
    Work at office
    Shift work

    Synovus

    Port Charlotte, FL
    2 days ago
  • Synovus is seeking a Financial Specialist - Floating to serve clients at the Port Charlotte and Punta Gorda offices. The role focuses on delivering distinctive service, handling routine banking transactions, opening new accounts, and expanding client relationships across... 
    Suggested
    Work at office

    Synovus

    Port Charlotte, FL
    1 day ago
  • At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing...  ...and life cycle, presenting tailored solutions based on customer needs Manage the...  ...credit and is dedicated to improving the financial well‑being of hardworking Americans. Since... 
    Suggested
    Full time
    Traineeship
    Local area
    Monday to Friday

    Onemain Financial

    Port Charlotte, FL
    1 day ago
  •  ...Glosson Region at Modern Woodmen of America is seeking an Associate Financial Representative to join our growing team in Port Charlotte, FL....  ...to assess insurance and financial needs, provide tailored solutions, and build lasting relationships through local networking.... 
    Suggested
    Remote job
    Local area
    Flexible hours

    Glosson Region - Modern Woodmen of America

    Port Charlotte, FL
    3 days ago
  •  ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...  ...small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third Bank, National Association

    Punta Gorda, FL
    1 day ago
  • $97k - $192k

     ...Opportunity for advancement Training & development Vision insurance The Glosson Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Glosson Region - Modern Woodmen of America

    Port Charlotte, FL
    12 hours ago
  •  ...Benefits: 401(k) 401(k) matching Dental insurance Health insurance Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services... 
    Local area

    MWA Careers - Fort Myers

    Port Charlotte, FL
    4 days ago
  •  ...solving skills, including organizing information and identifying solutions Comfort using digital tools and systems included AI based...  ...Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services... 
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block

    North Port, FL
    2 days ago
  •  ...related fieldExperience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional servicesExperience asking questions and recommending solutions based on customer needsAbility to work 15–35 hours per week, with availability... 
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    H&R Block

    Punta Gorda, FL
    4 days ago
  •  ...clients with issues and reporting. Preparation and review of financial statements, workpapers, audit programs, etc. Research and...  ...identify client issues or conflicts, and proactively communicate solutions to the client and team. Review the work of Associates and... 
    Work at office

    Doeren Mayhew CPAs and Advisors

    Punta Gorda, FL
    12 hours ago
  •  ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you...  ...the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... 
    Immediate start
    Afternoon shift

    Chase

    Punta Gorda, FL
    4 days ago
  •  ...here. At Wells Fargo, we're more than a financial services leader – we’re a global...  ...relevant banking products, services, and solutions Drive branch growth by identifying opportunities...  ...handoffs to licensed bankers or other specialists, ensuring customers are connected to... 
    Full time
    Work experience placement
    Flexible hours

    Wells Fargo

    North Port, FL
    8 hours ago
  • Synovus Bank in Port Charlotte, FL seeks a Financial Specialist - Floating to deliver distinctive client service across Pinnacle offices. The role emphasizes minimizing hand-offs, engaging clients about banking products, and expanding relationships. The position covers... 
    Temporary work
    Work at office

    Synovus Financial Corp.

    Port Charlotte, FL
    2 days ago
  • $150k

     ...and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers...  ...receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and... 
    Permanent employment
    Contract work
    Temporary work
    For subcontractor

    W3Global Inc.

    Punta Gorda, FL
    5 days ago
  • $55k - $60k

    Quality Control Lead - Arcadia, FL Location: Arcadia, FL Pay Range: $55,000 - $60,000 Let's Be Blunt Cannabis isn't just an industry — it's a movement. Mint Cannabis is proud to serve Florida's medical cannabis patients with compassion, innovation, and unmatched...
    Work at office

    Mint Cannabis

    Punta Gorda, FL
    2 days ago
  •  ...lives through love and service.SUMMARY: Provides a broad spectrum of accounting functions and business practices that relate to the financial integrity of the District Office and SSVF Program. Individual will effectively establish and maintain accounting practices to... 
    Odd job
    For contractors
    Work at office
    Local area
    Night shift
    Afternoon shift

    SOCIETY OF ST VINCENT DE PAUL SOUTH PINELLAS INC

    Port Charlotte, FL
    2 days ago
  •  ...you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office. Prepare complete, accurate tax returns for clients... 
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block, Inc.

    Port Charlotte, FL
    1 day ago
  • $49k - $70k

    FL Punta Gorda-Taylor Rd - 123051 Full time R067827 Company: Gerber Collision & Glass Great Teams Don’t Happen by Accident Built with Intent. Driven by YOU. At the Gerber Collision & Glass , our teams work to provide the elite infrastructure and supportive...
    Daily paid
    Minimum wage
    Full time
    Temporary work
    Local area

    Gerber Collision & Glass

    Punta Gorda, FL
    12 hours ago
  • Senior Tax AssociateDoeren Mayhew is the 36th largest U.S. tax, assurance and advisory firm headquartered in Troy, Michigan with over 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is positioned for successful future growth. If you want to join...
    Work at office

    Doeren Mayhew

    Punta Gorda, FL
    4 days ago
  • $55k - $77k

    Great Teams Don't Happen by Accident Built with Intent. Driven by YOU. At the Gerber Collision & Glass, our teams work to provide the elite infrastructure and supportive environment you need to Be the Best and outperform at every touchpoint in collision and glass services...
    Daily paid
    Minimum wage
    Full time
    Temporary work
    Local area

    The Boyd Group

    North Port, FL
    4 days ago
  • $55k - $62k

     ...Note: Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities Reviews financial statements for reasonable content. Maintains a system of financial accounting, reporting, and record keeping in accordance with... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours
    Night shift
    Afternoon shift

    St. Vincent de Paul CARES

    Port Charlotte, FL
    1 day ago
  •  ..., FL Office. In this role, you will work closely with our accounting and operational staff to ensure the proper accounting of all financial transactions across various business entities while maintaining accurate records and strong internal controls. **MUST HAVE COMMERCIAL... 
    Work at office
    Monday to Friday

    Kitson & Partners

    Punta Gorda, FL
    1 day ago
  • A non-profit organization in Port Charlotte is seeking a dedicated Grants Accountant to oversee financial records, ensure compliance, and support budget management for various grants. The ideal candidate will possess a Master’s degree in Accounting or Finance and at least... 
    Full time

    St. Vincent de Paul CARES

    Port Charlotte, FL
    4 days ago
  •  ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to...  ...based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and... 
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Port Charlotte, FL
    8 hours ago
  • Benefits: Earned Wage Access Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers ! Join our team for an exciting seasonal opportunity...
    Full time
    Part time
    Seasonal work
    Relocation package
    Flexible hours
    Shift work

    Jackson Hewitt - GJN

    North Port, FL
    4 days ago
  • $28.74 - $36.72 per hour

    Job Description Overview\n If you are a highly motivated individual with an active, unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be...

    Intuit

    North Port, FL
    12 hours ago
  •  ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...  ...small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Punta Gorda, FL
    2 hours ago
  •  ...testing, substantive procedures, as well as identifying and assisting clients with issues and reporting. Preparation and review of financial statements, workpapers, audit programs, etc. Reviewing and analyzing client internal controls Identifying and resolving client... 
    Work at office

    Doeren Mayhew

    Punta Gorda, FL
    1 day ago
  •  ...management, operational performance, client relationships, and financial administration of an assigned portfolio of condominium and...  ...and assist in resolving disputes in a professional, timely, and solutions-oriented manner. Identify recurring issues and recommend process... 
    Contract work
    For contractors
    Work at office
    Afternoon shift

    Gateway Management

    Punta Gorda, FL
    3 days ago
  • HR Block is seeking a seasonal Experienced Tax Professional in Florida to prepare tax returns for individuals and businesses, interview clients, and provide advisory tax guidance. You will identify savings opportunities and deliver personalized service, supported by HR ...
    Hourly pay
    Seasonal work
    Work at office
    Local area

    H&R Block, Inc.

    Port Charlotte, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Specialist. Be the first to apply!