A new model for Financial Planning - Recensione dipendente - Resident Financial Planner presso Financial Finesse

5,0
20 apr 2015
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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.

Svantaggi

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.

Esplora altre recensioni su Financial Finesse

5,0
22 mag 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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

Svantaggi

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

5,0
28 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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

Svantaggi

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

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