Entry Level Financial Advisor

🕒 March 29

🐊 Florida – Remote

🐊 Florida – 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 virtually with individuals and families to understand their financial goals and current situation • Help clients protect income, reduce financial risk, and plan for long-term goals such as retirement • Educate clients on financial concepts in a clear, simple, and relatable way • Recommend appropriate strategies based on each client's needs • Build relationships through consistent communication and follow-up • Participate in introductory calls, onboarding, training, and ongoing mentorship

🎯 Requirements

• No prior experience required • Comfortable communicating by phone and video • Professional, dependable, and organized • Interest in skill development and upward mobility • Preference for a relationship-based, consultative role • Ability to work independently • Must be located in the Orlando area • Availability for a flexible part-time or full-time schedule

🏖️ Benefits

• Structured training • Mentorship from experienced partners • Guided on-boarding process • Weekly educational workshops • Clear, performance-based advancement path • Flexible remote schedule • Performance-based compensation • Opportunity for long-term income and professional skills development

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