Financial Advisor Trainee (Remote) | Flexible Schedule | Training & Mentorship Provided

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

About the Opportunity

We’re expanding our financial services team and are looking for motivated individuals interested in building a flexible career helping individuals and families work toward their financial goals.

This is an entry-level opportunity designed for individuals who want professional development, mentorship, and the ability to build a long-term career. No prior industry experience is required. We provide training, support, and guidance to help you develop the skills needed for success.

This opportunity may be a fit for individuals seeking:

• A career transition or additional income opportunity
• Flexible scheduling (part-time or full-time)
• Professional growth and leadership development
• A career focused on helping others

What You’ll Do

• 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

Who We’re Looking For

You may be a strong fit if you:

• 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)

Training & Support

• Structured onboarding process
• Ongoing mentorship from experienced professionals
• Weekly educational workshops and training sessions
• Professional development opportunities
• Leadership advancement based on performance

Compensation & Schedule

• Performance-based compensation
• Flexible schedule (part-time or full-time)
• Remote work environment
• Independent contractor opportunity

Next Steps

Qualified applicants will be invited to a brief introductory conversation to:

• Learn more about the opportunity
• Review the training and mentorship structure
• Determine whether the position is a good fit

Applicants must be willing to obtain a state Life & Health Insurance License (guidance provided).