Remote Financial Advisor in Training

Bloom Financial Partners; Phoenix (AZ); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Mentorship program

Training & development

Job summary

Bloom Financial Partners is seeking motivated individuals to build a flexible, profession-guided practice in financial services. No prior experience required; training, mentorship, and support are provided to help you succeed.

You’ll meet clients to identify goals, educate on retirement strategies and protection planning, and grow your business via networking and referrals while working remotely and independently.

Qualifications

• Must be willing to obtain a state Life & Health Insurance License.
• Must be legally authorized to work in the United States.
• Able to pass licensing requirements applicable to the position.

Responsibilities

• Meet with individuals and families to help identify financial goals and priorities.
• Educate clients on protection planning, retirement strategies, and financial concepts.
• Build and maintain long-term client relationships.
• Participate in training, mentorship, and professional development programs.
• Develop your business through networking, referrals, and community outreach.
• Work alongside experienced mentors while building your own practice.

Skills

Self-motivated

Strong communicator

Coachable

Independent worker

Sales knowledge

Job description

Bloom Financial Partners is seeking motivated individuals to build a flexible, profession-guided practice in financial services. No prior experience required; training, mentorship, and support are provided to help you succeed.

You’ll meet clients to identify goals, educate on retirement strategies and protection planning, and grow your business via networking and referrals while working remotely and independently.