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Financial Advisor Trainee (Remote) | Flexible Schedule | Training & Mentorship Provided

bloomfinancial
Companybloomfinancial
CategoryFinance
LocationUS
RemoteRemote
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
First seen29 Jul 2026 (the employer did not state a posting date)
Last verified9 Aug 2026
SourceEmployer ATS (bamboohr)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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. 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).