Financial Professional

🕒 June 2

🌵 Arizona – Remote

🌵 Arizona – 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

• Meet with individuals and families to identify financial goals and priorities • Educate clients on protection planning, retirement strategies, and financial concepts • Build and maintain long-term client relationships • Participate in training, mentorship, and professional development programs • Develop the business through networking, referrals, and community outreach • Work alongside experienced mentors while building an individual practice

🎯 Requirements

• No prior financial services experience required • Must be willing to obtain a state Life & Health Insurance License (guidance provided) • Must be legally authorized to work in the United States • Must be able to pass any licensing requirements applicable to the position • Self-motivated and growth-oriented • Strong communication skills • Comfortable working independently and remotely • Sales, customer service, management, education, healthcare, or client-facing experience helpful but not required • Interested in personal and professional development

🏖️ Benefits

• Flexible schedule (part-time or full-time) • Remote work environment • Structured training and mentorship • Access to leading financial services carriers and providers • Professional development opportunities • Leadership and advancement opportunities • Performance-based compensation

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