Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided
At Bloom Financial Partners · houston, Texas, United States
- Finance and legal
- Full-time
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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
- 17 May 2026
- First seen by us
- 3 November 2026
- Last checked
- 8 hours ago
Job description
From Bloom Financial Partners’s job post, as they wrote it.
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.
Read the full description
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
Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship ProvidedBloom Financial Partners
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