Remote Financial Advisor Trainee — Flexible, Mentored Path

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

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