Financial Consultant

🕒 May 17

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 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

• Educate families on protection planning, life insurance, and retirement-focused financial strategies • Build client relationships through trust, education, and service • Learn financial concepts, planning frameworks, and available product solutions through mentorship • Participate in weekly training, coaching, and professional development • Build a client base through networking, referrals, and outreach • Explore leadership and team growth opportunities over time

🎯 Requirements

• Strong communication skills and enjoyment of helping others • Self-motivated with a growth mindset • Coachable and eager to learn and develop • Comfortable working independently in a remote environment • Willingness to obtain a state Life & Health Insurance License (guidance provided) • Sales, customer-facing, relationship-building, or entrepreneurial experience is a plus

🏖️ Benefits

• Flexible remote environment • Part-time or full-time path options • Structured mentorship and ongoing professional development • Access to established financial carriers and planning solutions • Leadership growth opportunities • Performance-based compensation structure • A clear path for long-term professional growth • Weekly training and coaching

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