Financial Advisor Trainee: Remote, Flexible Career Growth

Bloom Financial Partners; Houston (TX); Hybrid; USD 28,000 - 60,000; Part time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship & training

Job summary

Bloom Financial Partners is expanding our financial services team and seeking entry-level professionals eager to help individuals and families reach their financial goals. This is designed for professional development, with mentorship, structured training, and long-term career potential.

You will meet clients virtually, discuss priorities, educate on protection, retirement, and financial concepts, and build lasting relationships through ongoing support and referrals.

Qualifications

• Enjoy working with and helping people.
• Communicate effectively by phone and video.
• Are coachable and open to learning new skills.
• Are self-motivated and dependable.
• Are interested in long-term career development.
• Have experience in customer service, sales, management, education, healthcare, or another client-facing field (helpful but not required).

Responsibilities

• Meet with individuals and families virtually to discuss financial priorities and goals.
• Educate clients on protection planning, retirement strategies, and financial concepts.
• Help clients identify potential gaps and opportunities within their financial plans.
• Build long-term relationships through ongoing communication and support.
• Participate in mentorship, training, and professional development programs.
• Develop your business through networking, referrals, and community outreach.

Skills

Customer service

Phone/Video communication

Coachable

Self-motivated

Long-term career focus

Client-facing experience

Job description

Bloom Financial Partners is expanding our financial services team and seeking entry-level professionals eager to help individuals and families reach their financial goals. This is designed for professional development, with mentorship, structured training, and long-term career potential.

You will meet clients virtually, discuss priorities, educate on protection, retirement, and financial concepts, and build lasting relationships through ongoing support and referrals.