Financial Planning Associate

🕒 May 17

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-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

• 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 through team development

🎯 Requirements

• Strong communication skills • Self-motivated with an ownership mindset • Coachable and 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

🏖️ Benefits

• Performance-based compensation with leadership growth opportunities • 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

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