Financial Finesse Reviews

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

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

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

-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.