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.

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

Financial Representative Entry Level
$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...
Suggested
Work at office
Local area
Work from home
Flexible hours
Glosson Region - Modern Woodmen of America
Port Charlotte, FL
5 days ago
Audit Manager
...clients with issues and reporting. Preparation and review of financial statements, workpapers, audit programs, etc. Research and... ...client issues or conflicts, and proactively communicate solutions to the client and team. Review the work of Associates and...
Suggested
Work at office
Doeren Mayhew
Punta Gorda, FL
4 days ago
Senior Audit Associate
...clients with issues and reporting. Preparation and review of financial statements, workpapers, audit programs, etc. Reviewing... ...to their clients. Doeren Mayhew Advisors, LLC, DM Payroll Solutions, Doeren Mayhew Capital Advisors and their subsidiary entities...
Suggested
Work at office
Doeren Mayhew
Punta Gorda, FL
4 days ago
Seasonal Tax Preparers Needed
...solving skills, including organizing information and identifying solutions Comfort using digital tools and systems included AI based... ...field Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services...
Suggested
Hourly pay
Seasonal work
Work at office
Local area
Weekend work
Afternoon shift
H&R Block, Inc.
Punta Gorda, FL
4 days ago
Seasonal Tax Preparers Needed
...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...
Suggested
Hourly pay
Seasonal work
Work at office
Local area
Weekend work
Afternoon shift
H&R Block
Punta Gorda, FL
2 days ago
Chief Estimator
Job Description Job Description At JJB South, we look for people who work hard and have fun doing so. While we operate in a fast-paced environment, we remain grounded in our core values: Safety, Coachability, Collaboration, and Accountability. Overview: The...
Contract work
For subcontractor
J.J. Barney Construction
Punta Gorda, FL
8 days ago
Relationship Banker - Fort Myers Cape Coral Market
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America Corporation
Port Charlotte, FL
13 days ago
Cannabis GMP Compliance Auditor
$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
Premium Auditor
Join Davies Risk Services as a Premium Auditor — No Experience Required! Are you a self-starter who thrives on independence, loves working with numbers, and enjoys meeting new people? Do you have a curious mind, strong communication skills, and the ability to juggle ...
For contractors
Davies Risk Services
Port Charlotte, FL
3 days ago
Grant Accountant II
...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 ensure...
Odd job
Temporary work
For contractors
Work at office
Local area
Flexible hours
Night shift
Afternoon shift
SOCIETY OF ST VINCENT DE PAUL SOUTH PINELLAS INC
Port Charlotte, FL
5 days ago
CPA/Senior Tax Preparer
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
Grants Accountant
$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
Payroll Auditor I
Join Davies Risk Services as a Premium Auditor — No Experience Required! Are you a self-starter who thrives on independence, loves working with numbers, and enjoys meeting new people? Do you have a curious mind, strong communication skills, and the ability to juggle multiple...
Davies North America
Port Charlotte, FL
3 days ago
Experienced Tax Preparer
Job Description Job Description 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 ...
Full time
Part time
Seasonal work
Relocation package
Flexible hours
Shift work
Jackson Hewitt - FGJ
North Port, FL
1 day ago
Entry-Level Tax Preparer
Job Description Job Description Benefits: Earned Wage Access Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Seeking a job that fits around...
Full time
Part time
Second job
Seasonal work
Relocation package
Flexible hours
Shift work
Jackson Hewitt - GHB
North Port, FL
9 days ago
Financial Representative
...Description Job Description 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...
Local area
MWA Careers - Fort Myers
Port Charlotte, FL
25 days ago
Banker - Part time or Full Time
...identifying and understanding the clients financial needs. Cross-trained to support sales... ...clients on digital self-service solutions including ATMs Online and Mobile banking... ...the appropriate branch team members or specialist. 4. Understand the importance of Integrated...
Full time
Part time
Work at office
Shift work
Night shift
Weekend work
Day shift
Truist Bank
North Port, FL
13 days ago
Portfolio Manager - CAM - Punta Gorda
...Director  Revision Date: May 29, 2026  Position Overview The Portfolio Manager is responsible for managing the operations, financial performance, and overall administration of multiple condominium and homeowners’ associations. This role works closely with Board...
Contract work
Gateway Management
Punta Gorda, FL
10 days ago
Account Associate - State Farm Agent Team Member
...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency...
For contractors
Work at office
Mike Martin - State Farm Agent
Punta Gorda, FL
2 days ago
Account Associate - State Farm Agent Team Member
$60k - $75k
...organization closest to her is Education and Athletic Excellence (EAE), a nonprofit founded by her husband in 2011 that provides financial assistance to underprivileged students with college aspirations. Patrice is also passionate about being a voice for those who are...
Flexible hours
PATRICE WESTON STATE FARM
Port Charlotte, FL
4 days ago
Account Associate - State Farm Agent Team Member
$45k - $70k
...working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesEstablish customer relationships and follow up with customers, as needed.Provide prompt, accurate...
For contractors
Dean Mcconville - State Farm Agent
North Port, FL
3 days ago
Account Associate - State Farm Agent Team Member
Benefits: Health insurance Opportunity for advancement Paid time off Training & development 401(k) matching Bonus based on performance Competitive salary Flexible schedule ROLE DESCRIPTION: As Account Associate for Mike Martin - State Farm Agent, you are vital ...
Work at office
Flexible hours
Mike Martin - State Farm Agent
Punta Gorda, FL
4 days ago
Portfolio Maintenance Director
...appropriate. Maintain strong working relationships with contractors suppliers service providers and community leadership. Budgeting & Financial Management Assist with preparation and management of maintenance and operating budgets for the assigned communities. Monitor...
Full time
For contractors
Work at office
Access Management
North Port, FL
6 days ago
Account Associate - State Farm Agent Team Member
...working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide...
For contractors
Dean Mcconville - State Farm Agent
North Port, FL
12 days ago

Do you want to receive more vacancies?

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