Financial Advisor Associate - Remote -Fast Track Leadership Path - Phoenix

B

Bloom Financial Partners

Posted 5 months ago

Full Time

Phoenix, Arizona

Fully Remote

Smart Summary

Responsibilities

The role involves helping clients implement financial protection and retirement strategies through mentorship and virtual training. Responsibilities include connecting with potential clients via referrals and marketing while tracking personal production goals.

Qualifications

You are a motivated and coachable individual with strong communication and relationship-building skills. You possess a willingness to learn new concepts and are interested in leadership and long-term career growth. While no prior financial experience is required, a state Life Insurance License is necessary for client-facing activities, with guidance provided for obtaining it.

Must Have Skills for ATS

Life Insurance License

Job Description

About the Opportunity

If you're ambitious, coachable, and looking for a career path where income and advancement are tied directly to your performance - not tenure - this opportunity may be a strong fit for you.  

We are expanding our remote financial services team and seeking motivated individuals interested in building a flexible, growth-oriented career.

As a Financial Advisor Trainee, you will work within a structured mentorship program to learn how to help individuals and families implement practical financial protection and retirement strategies.

No prior financial experience is required. Training, licensing guidance, and ongoing support are provided.

This opportunity is ideal for individuals who want long-term income potential, leadership opportunities, and control over their schedule.

What You’ll Do

  • Learn foundational financial planning concepts through mentorship and virtual training
  • Assist clients with protection-based and retirement planning strategies
  • Participate in ongoing professional development and team training
  • Connect with potential clients through warm outreach, referrals, and marketing systems
  • Track personal production and growth goals
  • Optional pathway to develop and mentor a team as you advance

What We’re Looking For

  • Strong communication and relationship-building skills
  • Self-motivated and goal oriented
  • Coachable with a willingness to learn new concepts
  • Interest in leadership, entrepreneurship, or long-term career growth
  • Ability to work independently while collaborating with a supportive team

Backgrounds in sales, education, healthcare, banking, customer service, hospitality, and business often transition well — but all backgrounds are welcome.

Licensing & Training

A state Life Insurance License is required for client-facing activities.

If you do not currently hold a license, we provide guidance and support to help you obtain one.

Structured onboarding, mentorship, and ongoing training are provided.

Compensation

This is a commission-based opportunity with no hourly wage or base salary.

Income varies based on personal production, client activity, and optional team development.

Typical income ranges:

  • Part-time: $20,000 – $50,000+ annually
  • Full-time: $70,000 – $140,000+ annually

Additional bonuses and leadership compensation are available as advancement occurs.

Why Join Us

  • Flexible remote schedule
  • Mentorship and structured growth pathway
  • Opportunity to build long-term income
  • Leadership and team-building opportunities
  • High demand for financial education and protection planning

Apply Today

If you are looking for a flexible career path with strong income potential and professional development opportunities, we encourage you to apply.

Qualified applicants will be invited to schedule a short introductory interview.

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Bloom Financial Partners

Our motto is "no family left behind". We take a holisitic approach to helping clients by using an education based approach. Learning what options there are makes the right path easier to follow! Our focus is wealth preservation and accumulation strategies designed on a case-by-case basis to best suit each clients needs. We accomplish this using everything from annuities and insurance to investments and estate planning.
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