Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided

Bloom Financial Partners; Houston (TX); Hybrid; USD 55,000 - 95,000; Full time

Benefits offered by this job

Flexible remote

Part/full-time path

Mentorship program

Carrier access

Leadership development

Performance-based compensation

Long-term growth

Job summary

Bloom Financial Partners seeks motivated individuals to join a remote financial services practice focused on protection planning, retirement strategies, and long-term education for families. Start part-time or full-time with mentorship, training, and access to established carriers, enabling flexible growth while building your own client base.

Ideal candidates are self-motivated, coachable, and comfortable working independently online; prior sales or client-facing experience helps but is not

Qualifications

• Ability to educate families on life insurance and retirement strategies.
• A proactive approach to building client relationships in a remote setting.
• Willingness to obtain Life & Health Insurance license with provided guidance.
• Comfort working independently with mentorship and training available.

Responsibilities

• Educate families on life insurance and retirement strategies.
• Build trusted client relationships through education and service.
• Participate in weekly training and coaching sessions.
• Grow a client base through networking, referrals, and outreach.
• Explore leadership opportunities for team development.

Skills

Strong communication

Ownership mindset

Coachable

Remote work

Sales experience

Job description

Compensation

Performance-based compensation with leadership growth opportunities

About the Opportunity

Are you interested in building a career in financial services with flexibility, mentorship, and long-term growth potential?

We are expanding our team and seeking motivated individuals interested in helping families with protection planning, retirement strategies, and long-term financial education-while building a flexible financial services practice of their own.

This opportunity can be started part-time or full-time, making it a strong fit for career changers, professionals exploring a transition, or entrepreneurial individuals looking to build alongside existing commitments while growing toward something larger.

Whether you come from sales, client service, education, business ownership, or another people-focused background, we provide mentorship, training, and systems to help you develop professionally.

This is a remote opportunity designed for individuals who are self-motivated, coachable, and excited by long-term professional growth.

Responsibilities

• Educate families on life insurance, protection planning, and retirement-focused strategies
• Build trusted client relationships through education and service
• Learn financial concepts, planning frameworks, and product solutions through mentorship
• Participate in weekly training, coaching, and professional development
• Build a client base through networking, referrals, and outreach
• Explore leadership opportunities for those interested in team development

Who We're Looking For

• Strong communicators who enjoy helping others
• Self-motivated individuals with an ownership mindset
• Coachable professionals open to mentorship and development
• Comfortable working independently in a remote environment
• Sales, customer-facing, or relationship-building experience is helpful but not required
• Willingness to obtain a state Life & Health Insurance License (guidance provided)

What We Offer

• Flexible remote environment
• Part-time or full-time path options
• Structured mentorship and ongoing training
• Access to established financial carriers and planning solutions
• Leadership development opportunities
• Performance-based compensation with advancement potential
• Long-term professional growth for those interested in building a practice