Financial Finesse Reviews | Glassdoor

Financial Finesse Reviews

Updated April 5, 2019
22 reviews

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4.8
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Liz Davidson
16 Ratings

Employee Reviews

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  1. "Nice company"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Systems Engineer
    Former Employee - Systems Engineer
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Financial Finesse full-time (More than a year)

    Pros

    Great culture and nice people

    Cons

    None I can think of.

    Advice to Management

    Keep on growing.


  2. "Best"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in El Segundo, CA
    Former Employee - Anonymous Employee in El Segundo, CA

    I worked at Financial Finesse full-time (More than 5 years)

    Pros

    working environment was good

    Cons

    Nothing to say about the previous job

    Advice to Management

    Focus on how to grow the business

  3. "Senior Director of Operations"

    StarStarStarStarStar
    Current Employee - Anonymous Employee in El Segundo, CA
    Current Employee - Anonymous Employee in El Segundo, CA

    I have been working at Financial Finesse full-time (More than 5 years)

    Pros

    Can make an immediate impact

    Cons

    Growing fast with a busy 2019


  4. "Help Desk"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Help Desk in El Segundo, CA
    Current Employee - Help Desk in El Segundo, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Financial Finesse full-time (Less than a year)

    Pros

    -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.

    Cons

    Honestly, none that I can think of so far.

    Advice to Management

    You guys are amazing! Keep it up!


  5. "Resident Financial Planner"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Financial Finesse full-time

    Pros

    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".

    Cons

    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.


  6. Helpful (3)

    "Impressions"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Consultant in El Segundo, CA
    Current Employee - Consultant in El Segundo, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Financial Finesse full-time (Less than a year)

    Pros

    The opportunity to work from home whenever possible is a huge positive as it allows for a work life balance that many Tier 1 companies claim but do not provide. Close proximity / accessibility to the CEO and Leadership Team. This affords you exposure that you would never typically have in a much larger company. You can express interests in very different fields than what you might have been hired for - you can explore and grow! Outside of just giving and doing your best, nothing is really set in stone. The people are genuinely nice and very approachable!

    Cons

    The culture can still be considered a bit "raw" and some portions of the interview process ( panel ) can seem very disjointed, - consider the impression being made on the mind of the candidate / new hire.

    Advice to Management

    Systematize what you can where you can. A set process in place can help with shortening the ramp-up time for new hires as well as solidify the key learning(s) about the company you want to remain top of mind - regardless of tenure.


  7. Helpful (10)

    "bait and switch"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in New York, NY
    Former Employee - Anonymous Employee in New York, NY
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    Pros

    Great benefits and colleagues are nice for the most part

    Cons

    total chaos, a lot of people dont end up doing what theyre actually hired for. kind of a bait and switch situation. they're super demanding and expect you to work 12 hours a day everyday at a minimum. if you dont, it looks bad on you and people will talk. strangest part is that a lot of people are just winging it in their roles. they dont have any formal training on the additional responsibilities that get tacked onto their existing job role. if youre a financial advisor, you'll be stressed out but wont have to work in the office. also, the level of talent they require is pretty amateur (besides financial advisors), so if you stay there expect to fall behind on your skills compared to other companies and good luck finding another job if you stay there for a few years. the ceo is a nice woman but also riddled with stress and anxiety which trickles down to all her employees and makes them live in fear of losing their jobs at any moment

    Advice to Management

    get it together as an organization and stop expecting everyone to work like a slave

    Financial Finesse Response

    Aug 16, 2016 – Director of Talent Management

    On behalf of the team at Financial Finesse, I’m sorry that your time here left you with this perception and that it didn’t end up being the right fit for what you were seeking.

    Our extensive... More

  8. Helpful (4)

    "Wonderful Company - Great Benefits & People"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Director of Technology in El Segundo, CA
    Current Employee - Director of Technology in El Segundo, CA
    Recommends
    Positive Outlook

    I have been working at Financial Finesse full-time (More than a year)

    Pros

    If you're looking to broaden your horizons in terms of entrepreneurship, management and out-of the box thinking, this place could be for you.

    Some of my best working experiences come from working with people at Financial Finesse. Folks here are smart, out of the box thinkers who are unpretentious and a-political.

    You'll also enjoy a flexible working schedule, good benefits, some nice company dinners and snaaaacks.

    Cons

    A few. The company is still getting on it's feet with doing Technical Project Management. Also one may at times feel as though you're trying to boil the ocean with the massive amount of projects and priority management that one has to handle. Your job description may look like 3 people's job description. But the upside is that if you can live with those cons, you'll learn a TON.

    Advice to Management

    Keep on hiring smart, unpretentious people. You're doing a good job.


  9. "Client Relationship Manager"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Financial Finesse full-time (Less than a year)

    Pros

    Financial Finesse is a fast-paced environment that requires each employee to take on much more than your job title indicates. It fosters a wonderfully challenging environment of constant learning and collaboration. I love being a part of a group of highly conscientious and extremely intelligent workers. The flexible work schedule is a wonderful perk, and a fully stocked kitchen constantly filled with free food and beer doesn’t hurt, either!

    Cons

    It can be challenging if you’re coming from a traditional office environment, however, everyone is great in helping you adapt to a small company culture.

    Advice to Management

    Onboarding is tough and a constant work in progress. Some of the observations you're asking for may be more useful at the end of the training period.


  10. Helpful (3)

    "Internship"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Intern in El Segundo, CA
    Former Employee - Intern in El Segundo, CA
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Everyone is incredibly smart, and great at what they do-all while knowing how to have a good time. I could not have asked for a better internship experience knowing that the work I put in provided value to the company, all while providing me with a fantastic learning experience everyday. I was exposed to all facets of the company which gave me a broader perspective on how a growing company operates on a first-hand level.

    Cons

    Lots to learn when onboarding

    Financial Finesse Response

    Aug 13, 2015 – Director of Talent Management

    It was great to launch our internship program with such a strong contributor with an innate thirst for knowledge and new experiences. You've set the bar high, and we all truly enjoyed having you as... More