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Found 27 of over 28 reviews
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Top Review Highlights by Sentiment
- "they dont have any formal training on the additional responsibilities that get tacked onto their existing job role." (in 3 reviews)
- Current Employee, more than 1 year★★★★★RecommendCEO ApprovalBusiness Outlook
Supportive team and management. Generous benefits. Bonuses are attainable and can be quite large. The leadership team is committed to maintaining a positive work culture.
The schedule varies, it’s not an 8-5 gig.Continue reading
- Current Employee, more than 8 years★★★★★RecommendCEO ApprovalBusiness Outlook
Fantastic team of people who really love what they do and do a phenomenal job. CFPs don't sell any products, we get to focus solely on helping people improve their situation.
Open until 6 pm PT so once in a while you get a late shift.Continue reading
- Current Employee★★★★★RecommendCEO ApprovalBusiness Outlook
Chance to make a huge impact in a growing industry. Very supportive and talented team. Tons of purpose and meaning. You will grow here if you put in the effort.
Can get crazy. You have to be okay with the pace and the uncertainty that comes with a rapidly growing company paving new ground. Not for the faint of heart.Continue reading
- Former Employee, more than 3 years★★★★★RecommendCEO ApprovalBusiness Outlook
I worked at Financial Finesse for a little more than 4 years as a financial planner and left to pursue entrepreneurship in 2019. Over that period the company experienced rapid growth and significant organizational changes. When I first joined, it was a flat organization where the CERTIFIED FINANCIAL PLANNERS both delivered financial wellness benefit programs and worked with the El Segundo team to build out other areas of the business. I worked primarily in communications and press as well as Think Tank research. Other planners worked in consulting, helped manage client relationships, produced videos and blogs and leveraged technology. It was a magnificent time to be with the firm. Over the years, the company grew. Roles became more specialized and structured. Less fun -- but an understandable business decision. If you are lucky enough to join Financial Finesse, you'll work with some of the smartest, most creative people you've ever met. The planners are rock stars - relatable and friendly, great teachers, with oustanding coaching skills and financial planning knowledge. It's a unique combo. The Financial Finesse planner team - some of whom have been with the firm since the very beginning - has built out best practices for designing and delivering financial wellness benefits which (in the office vernacular) "change "f*** lives. Even though most of the planners work remotely, they are a tight-knit bunch and a high performance team. I learned so much from all of them. This is what I miss most. The multi-talented team in El Segundo, focused on client relationships, technology, marketing, administration and setting up the company to grow, is wicked smart, creative and effective. If you're lucky enough to work in headquarters, you'll work in a beautiful space, bring your dog to work, and benefit from 1 x 1 access to the CEO.
The transition from being an early stage "all hands on deck" business to a mid-stage company was pretty messy. Financial Finesse lost two top leaders in headquarters and about 25% of the planner team (including me). The firm seems to have weathered the changes and is developing a corporate culture which fits their new stage. They continue to do good work for clients and in the world.Continue reading
- Former Employee★★★★★RecommendCEO ApprovalBusiness Outlook
None, it really was that bad.
Business model relatively unstable, recent and constant turnover of CFPs due to chaotic work environment, management's ego is much larger than their talent, high decibel office noise with nonstop profanity. Do NOT be lured into "waiting on the bench" year after year, its a lie and you will be fired at a moments notice. Devoid of ethics.Continue reading
- Former Employee, more than 1 year★★★★★RecommendCEO ApprovalBusiness Outlook
Great culture and nice people
None I can think of.Continue reading
- Former Employee, more than 5 years★★★★★RecommendCEO ApprovalBusiness Outlook
working environment was good
Nothing to say about the previous jobContinue reading
- Current Employee, more than 5 years★★★★★RecommendCEO ApprovalBusiness Outlook
Can make an immediate impact
Growing fast with a busy 2019
- Current Employee, less than 1 year★★★★★RecommendCEO ApprovalBusiness Outlook
-Great compensation - Flexible work hours - Able to work from home - No Micromanagement - Amazing people and work culture - Huge emphasis on communication and understanding each other - Sincere and genuine vision to help others through their financial struggles by financial coaching - Transparency - They reward excellent work through recognition and promotion - Work hard, play hard -Dog friendly Seriously, there are so many great things to say about this company and I can't express enough how happy and grateful I am to be working here.
Honestly, none that I can think of so far.Continue reading
- Current Employee★★★★★RecommendCEO ApprovalBusiness Outlook
Company mission of changing lives trumps everything. Amazing corporate culture. Very empowering. If you're good at something and it benefits the company, you can probably work on it, even if it's not part of your "job description".
You may get pulled in a lot of different directions sometimes. Travel involved, so if you don't want to travel, it's probably not for you.