Financial Finesse Reviews

Pros

Serve clients while working remotely

Cons

Shifts vary from day to day.

Pros

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.

Cons

Open until 6 pm PT so once in a while you get a late shift.

Pros

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.

Cons

The schedule varies, it’s not an 8-5 gig.

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

In my time working at Financial Finesse, I have discovered that the people here are incredibly dedicated; not just to growing the business, but also to helping each other grow and expanding our reach so that more people have access to life-changing financial education. They don't just pay lip service to the mission of helping people, but truly let that mission motivate what they do. The result of their dedication is substantial growth, leadership in the Financial Wellness industry, and impacting the lives of our clients' employees. FF has a culture of open, direct communication which is refreshing and enables people to achieve at high levels. The compensation structure is excellent and provides lots of opportunity to earn beyond one's base salary by completing quarterly and annual goals. They focus on what you achieve and how well you communicate rather than what hours you work or what you wear. The expectations are high, but that is offset by providing employees a lot of flexibility, opportunity, and ownership. FF is a great place to work for anyone who is willing to push themselves to work hard, think creatively, and rise to challenges.

Cons

The only con for me personally is that the person primarily responsible for my training works remotely a lot so I haven't always had easy access to him for quick questions, etc. I've had to learn a lot on my own, but I've also been given the space to do so.

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.

Pros

I've worked for this company for over 6 years and my role has evolved based on my particular skill sets and passions. It's refreshing to have an employer focused on bringing out the best of my abilities and supporting my career growth in a variety of ways, including mentorship with the CEO directly and training across departments. There is a lot of room to grow here as the company itself, and the overall industry grows and because of its "flat culture" there is opportunity to collaborate and contribute to many areas within the firm.

Cons

With the firm growing so significantly, so quickly because of the larger industry growth, we sometimes are moving quickly to stay ahead of the market and workloads can become unbalanced. This however doesn't last long-the firm is great at determining where to make adjustments to even the load, and even further, identifying a need in business development. Despite this, the environment is ideal for people who thrive in dynamic, fast paced environments and who love to contribute to something with a social mission.

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.

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