Financial Advisor Trainee

🕒 June 2

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

⚪️ Entry-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 69%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Bloom Financial

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2014

💸 Finance

👥 B2C

Finance • B2C

Bloom Financial is a financial planning and advisory firm focused on retirement planning for individuals. They help clients understand when they can retire and build strategies designed to help money last through long lifespans (planning to age 100). Their website shows resources (videos, articles, client library) and a client account portal, indicating they provide ongoing client services and educational materials.

📋 Description

• 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 business through networking, referrals, and community outreach • Attend a brief introductory conversation to learn about the opportunity and review the training and mentorship structure

🎯 Requirements

• No prior industry experience required • Applicants must be willing to obtain a state Life & Health Insurance License (guidance provided) • Effective communication by phone and video • Coachable and open to learning new skills • Self-motivated and dependable • Interest in long-term career development • Experience in customer service, sales, management, education, healthcare, or another client-facing field helpful but not required

🏖️ Benefits

• Professional development opportunities • Structured onboarding process • Ongoing mentorship from experienced professionals • Weekly educational workshops and training sessions • Leadership advancement based on performance • Flexible schedule (part-time or full-time) • Remote work environment • Training, support, and guidance • Performance-based compensation

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