Financial Finesse Reviews

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

None, it really was that bad.

Cons

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.

Pros

Great culture and nice people

Cons

None I can think of.

Pros

working environment was good

Cons

Nothing to say about the previous job

Pros

I was amazed to discover that there was this group of highly intelligent, self-motivated, creative, ethical professionals that shared the same mission: to help ALL people be financially well. That made it any easy decision to join them. Financial Finesse is a pioneer in the financial wellness movement. The company leverages the skills of a committed, entrepreneurial team to accomplish big goals. Financial planners help employees of client companies every day to maximize their benefits and make wiser financial decisions. The work is fascinating and meaningful. You will make a true impact. This is a rapidly growing company in a new industry. There are unlimited opportunities to contribute to a wide range of initiatives and to use skills beyond traditional financial planning (writing, research, media, technology, etc). Resident Financial Planners work from home most of the time, which makes for an ideal commute and is very family-friendly.

Cons

The six weeks initial onsite training is valuable in understanding the business but is a challenge if you have young children at home. If you are on the East coast, be prepared to hop back on your computer after dinner to deal with end of the day issues from the CA based headquarters team.

Pros

Besides the ability to provide financial guidance to people who need it the most, I enjoy the flexibility, the accountability, the transparency and the camaraderie of working at Financial Finesse. Solid base salary with decent incentives to perform and meet goals. Everyone has a say in the company and is expected to speak up. The interview process does a great job of ensuring cultural fit, which is a benefit to both current employees as well as prospective.

Cons

During times of rapid growth, the work load can become heavy, but everyone is aware and works hard to balance it back out. The job requires a bit of travel, which can be tough at times especially if you have a young family and/or you're involved in your community. Working from home requires a tremendous amount of boundaries, both to ensure I can get my work done and also to ensure I don't work all the time.