Entry Level Financial Advisor - Remote - Training Provided - Orlando FL

Bloom Financial Partners; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Flexible schedule — PT or FT

Mentorship from partners

Job summary

Bloom Financial Partners is expanding its remote financial services team and seeking individuals in the United States who want a flexible, long-term career in financial consulting.

This entry-level role includes structured training, mentorship, and a clear advancement path. No prior experience is required, as we provide the support needed to get started and grow.

Qualifications

• No prior experience required.
• Strong communication skills valuable.
• Comfort with phone/video discussions beneficial.

Responsibilities

• Meet with individuals and families virtually to understand financial goals and current situation.
• Help clients protect income, reduce risk, and plan for retirement and long-term goals.
• Educate clients on financial concepts in a clear, relatable way.
• Recommend appropriate strategies based on each client's needs.
• Build relationships through consistent communication and follow-up.

Job description

About the Opportunity

We are expanding our remote financial services team and are currently looking for individuals in the Orlando area who are interested in building a flexible, long-term career in financial consulting.

This is an entry-level opportunity with structured training, mentorship, and a clear path for advancement. No prior experience is required - we provide the support needed to help you get started and grow.

This role is a strong fit for individuals who are:

• Exploring a career change or additional income stream
• Looking for flexibility around an existing job or family schedule
• Interested in building long-term income and professional skills

What You'll Be Responsible For

• Meeting with individuals and families (virtually) to understand their financial goals and current situation
• Helping clients protect income, reduce financial risk, and plan for long-term goals like retirement
• Educating clients on financial concepts in a clear, simple, and relatable way
• Recommending appropriate strategies based on each client's needs
• Building relationships through consistent communication and follow-up

This Role May Be a Strong Fit If You:

• Are comfortable communicating by phone and video
• Are professional, dependable, and organized
• Want skill development and upward mobility
• Prefer a relationship-based, consultative role
• Are looking for long-term growth, not short-term work

Training & Advancement

• Guided on-boarding process
• Weekly educational workshops
• Ongoing mentorship from experienced partners
• Clear, performance-based advancement path

Compensation & Work Structure

• Performance-based compensation
• Remote, flexible schedule (PT or FT)
• Independent role (not hourly or salaried)