Financial Advisor Trainee (Remote) | Flexible Schedule | Training & Mentorship Provided
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 11h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 124d ago
The date the source published, not the day we noticed it (2026-06-02). Last seen at its source 4h ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $90k–161.1k/yr
Middle 50% of 486 listings that do state pay — Finance · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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bamboohr employer's own board first seen 11h ago · last seen 4h ago
The listing
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).