Remote Flexible Financial Planning Associate

Bloom Financial Partners; United States; Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible remote environment

Part-time or full-time path options

Structured mentorship and ongoing培训

Access to established financial Carri-

Leadership development opportunities

Performance-based compensation withAdv

Long-term professional growth for solo

Job summary

Bloom Financial Partners is expanding its team to help families with protection planning, retirement strategies, and long-term financial education. The role is remote and can be started part-time or full-time, with mentorship and growth opportunities as you develop your practice.

We offer structured training, access to financial carriers, and leadership development in a flexible remote environment. This is ideal for career changers or professionals seeking long-term growth and ownership

Qualifications

• Excellent communication and relationship-building abilities.
• Willingness to pursue state Life & Health Insurance license (guidance provided).
• Able to work independently in a remote setting.
• Interest in building a flexible financial services practice.

Responsibilities

• Educate families on life insurance and retirement strategies.
• Build trusted client relationships through education and service.
• Learn financial concepts and planning frameworks via mentorship.
• Participate in weekly training and professional development.
• Build a client base through networking and referrals.
• Explore leadership opportunities in team development.

Skills

Communication skills

Ownership mindset

Coachable/mentorship

Remote work readiness

Sales/relationship experience

Life & Health license willingness

Job description

Bloom Financial Partners is expanding its team to help families with protection planning, retirement strategies, and long-term financial education. The role is remote and can be started part-time or full-time, with mentorship and growth opportunities as you develop your practice.

We offer structured training, access to financial carriers, and leadership development in a flexible remote environment. This is ideal for career changers or professionals seeking long-term growth and ownership