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Financial Finesse

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A new model for Financial Planning - Resident Financial Planner Financial Finesse Employee Review

5.0
20 Apr 2015
Recommend
CEO approval
Business outlook

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.

Explore other reviews about Financial Finesse

5.0
22 May 2026
Recommend
CEO approval
Business outlook

Pros

Dynamic work environment with flexible schedule and forward-focused business culture.

Cons

May have to rely on others to move projects forward, which can create tension in this fast-paced environment.

5.0
28 Apr 2026
Recommend
CEO approval
Business outlook

Pros

flexible work schedule, work-life balance, comradeship, ownership culture, supportive mentorship, clear communication, enjoyable work environment, team building, accountability, growth mindset, personal growth, great place to work, highly incentivized bonus structure, c-suite is extremely accessible

Cons

remote work challenges such as meetings that could have been quick discussions if face to face

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