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Financial Finesse

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Financial Finesse Reviews

4.8

93% would recommend to a friend

(39 total reviews)

Liz Davidson

97% approve of CEO

96% positive business outlook

Financial Finesse has an employee rating of 4.8 out of 5 stars, based on 39 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Financial Finesse employee rating is 28% above average for employers within the Education industry (3.7 stars).

Reviews by job title

39 reviews
1.0
11 Aug 2016

bait and switch

Anonymous employee
Recommend
CEO approval
Business outlook

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

avatar
Financial Finesse Response
9y
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 interview process is intended to ensure the best fit for both sides, but not always. This is one of the reasons we encourage candidates to ask tough questions during the process. We strive to be very up front about both our strengths and challenges, and we have a vested interest in NOT employing a “bait and switch” strategy – that is a waste of your time or ours, and it doesn’t make sense. As a quickly growing company, we have unique challenges, and working here is very different than more traditionally structured companies. We need to meet the demand for our services while growing in a way that is responsible and doesn’t lose the core of what has driven our success thus far. A natural part of that type of growth may also be perceived as chaos to those who prefer a more structured setting. Our team of less than 50 people works with hundreds of large organizations and reaches millions of individuals – pretty phenomenal results for such a small team. Sometimes that means the work is fast paced & crazy, and at other times, the pace is more relaxed -- just as you’d expect at any rapidly growing company. Our team’s agility, mixed with some grit, creative intelligence, heart, quirkiness and fun, is our own recipe for embracing the challenges and delivering results. There is no hand holding here, but there are substantial training resources (6 weeks of on-boarding training, quarterly week long company-wide training and strategy sessions, and department budgets for external training). We encourage employees to leverage resources in a way that works best for them and have open conversations with their team leaders & the management team. If you’re unhappy – we’re unhappy. Our CEO has an uncanny ability to see trends in the financial wellness industry well before they materialize in the market. Because of that, she often communicates opportunities and threats to our business well in advance of them appearing – that may come across as anxiety, but has proven constructive and kept us in business and growing for more than 17 years. Visionaries are tough to find and sometimes misunderstood – such as the more commonly known great CEOs like Musk, Jobs, and Bezos. Thank you for your feedback, as its helpful for us and for other candidates in exploring the best fit for their careers. The employees here sincerely wish you the best in your next endeavors, and we would have no qualms about hugging you and asking about how you’re doing if we ran into you down the road.
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.

5.0
28 May 2016
Recommend
CEO approval
Business outlook

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.

Viewing 1 - 3 of 39 Reviews

Glassdoor has 40 Financial Finesse reviews submitted anonymously by Financial Finesse employees. Read employee reviews and ratings on Glassdoor to decide if Financial Finesse is right for you.