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

Bloom Financial Partners; United States; Hybrid; USD 32,000 - 52,000; Full time

Job summary

Bloom Financial Partners in the United States is expanding our financial services team and seeking motivated individuals who want a flexible career helping families achieve their financial goals. This entry-level opportunity emphasizes professional development, mentorship, and long-term career growth.

No prior industry experience is required, and we provide training, support, and guidance. You will meet clients virtually, educate on financial concepts, and build lasting relationships through

Qualifications

• No prior industry experience required.
• Willing to participate in mentorship and training programs.
• Ability to work remotely and manage flexible scheduling.

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

People skills

Phone & video communication

Coachable

Self-motivated

Long-term career focus

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

• 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