Financial Advisor Trainee (Remote) | Flexible Schedule | Training & Mentorship Provided
At Bloom Financial Partners · houston, Texas, United States
- Finance and legal
- Full-time
- Internship
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Where you can work from
Open to the United States
“houston, Texas, United States”
From the location.
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- Posted
- 2 June 2026
- First seen by us
- 3 November 2026
- Last checked
- 6 hours ago
Job description
From Bloom Financial Partners’s job post, as they wrote it.
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.
Read the full description
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
You may be a strong fit if you:
* 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
Next Steps
Qualified applicants will be invited to a brief introductory conversation to:
* Learn more about the opportunity
* Review the training and mentorship structure
* Determine whether the position is a good fit
Applicants must be willing to obtain a state Life & Health Insurance License (guidance provided).
Financial Advisor Trainee (Remote) | Flexible Schedule | Training & Mentorship ProvidedBloom Financial Partners
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