CERTIFIED FINANCIAL PLANNER, CFP® (Bilingual Spanish/English Required)
Financial Finesse is headquartered in El Segundo, CA, and our planners are based in both our headquarter office and nationwide.
At Financial Finesse, the pioneering and leading provider of unbiased workplace financial wellness programs in the country, we are passionate about our business mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to implement and expand our impact. We are looking for highly talented and experienced CERTIFIED FINANCIAL PLANNER™ professionals to add to our growing team.
Our Financial Planners are our greatest asset, working collaboratively to design and deliver personalized financial education programs. With the ability to cover any financial topic, from serious debt issues to advanced estate planning, the programs are delivered through a wide variety of mediums, such as in-person, online, over the phone, and in group settings. Free of the pressure to sell any products or services whatsoever, our planners are focused on providing people with completely unbiased information and guidance so individuals are able to make independent and informed decisions about their financial life and sustain important behavioral change.
The Financial Planner career path provides a unique opportunity for passionate CFP® professionals who seek to make an impactful difference with an expansive reach. The right candidates will be excited about taking ownership of their role in the company, leveraging their strong professional knowledge and expertise to guide and empower individuals. Beyond core responsibilities, each Planner also contributes to the business in a unique way that aligns with their passions and strengths and the business needs. These opportunities exist in areas such as innovation, content contribution, speaking engagements, analytics, and consulting. Also, as members of our Think Tank team, our Planners are highly intelligent and intuitive thought leaders, contributing to the educational content and research reports designed and delivered by Financial Finesse.
Resident Financial Planners are intimately involved in all the following capacities:
REQUIRED BACKGROUND AND COMPETENCIES:
CAREER, COMPENSATION, AND BENEFITS:
We’re an employee-owned company and a relatively small team of individuals inspired by what we get to do to every day, and we utilize thoughtful and innovative strategies to implement and expand our impact. Our entrepreneurial spirit and social mission are core to our culture, and the company's strong foundation has sustained various market cycles. These are just a few of the reasons we’ve been honored as a “Best Place to Work” by the Los Angeles Business Journal for seven consecutive years.
As a flat organization, we leverage the strengths and passions of our employees, with a focus on the results of what we achieve, driven by a strong independent and collective drive and heart. We don’t focus on our employees’ attire or when or where they know they are most successful in their role. We focus on the needs and vision of the business and those of our clients, the sharing of ideas across all departments and levels of the organization, and we drive ourselves and each other forward in our collective mission to expand our impact.
Total compensation for the Financial Planner Position averages between $115,000 and $135,000 including an $100,000 base salary. Additional compensation is available through promotions and a profit-sharing plan. Our full benefit package includes employer paid medical, dental, vision, and life, HSA and FSA options, a 401(k) with immediate vesting, employee discount programs, a flexible work environment, and (of course!) best-in-class financial wellness resources for employees, friends and family.
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