Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided

Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided Bloom Financial Partners Houston, TX Job Details Full-time 1 day ago Qualifications Financial planning Financial sales Customer relationship building Client relationship development Entrepreneurship Financial concepts Entry level Financial retirement planning Full Job Description 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. 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