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Certified Financial Planner

Employer
Financial Finesse
Location
National / Financial Finesse home office El Segundo CA
Salary
The total compensation for the CFP® position ranges approximately from $80,000 to $128,000.
Closing date
Apr 30, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
10 or more years
CFP® Certification
Required

Job Details

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 in the future. We are always looking to get to know planners who have a strong desire to change financial lives. Currently, we are at full capacity but we expect our growth to continue and in turn, a few positions to open. If you can see yourself on our team, please apply, our interview process is lengthy so starting now is a great idea.

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

Company

Financial Finesse started something that is changing the country. We are a small company that has been around since 1999 with a giant mission: to provide unbiased financial education to people everywhere. We are pioneers in the financial wellness movement and the leader of in the emerging workplace financial wellness industry. Through our award-winning workplace financial wellness programs we've reached over 2.4 million employees, working with over 600 companies to provide ongoing, holistic financial wellness benefits that have proven to reduce employee financial stress and offer a clear return on investment to employers. Our rapidly growing team has leveraged a great idea and a shared social mission to positively impact the business world, the public dialogue on financial wellness and most importantly, individual employees. Our idea is revolutionary: provide employees with true, objective financial guidance with no ulterior motive. 100% of our overall revenue comes from employee financial education, guidance and coaching that is paid for by the employer. We do not sell any financial products, services, or investment advice to employees. We have no economic interest in the sale of investment products and services. This allows us to take a more holistic, unbiased view of a participant’s financial situation and needs – helping them to maximize their employee benefits and make wise, confident financial decisions. This also allows us to offer employers a true partnership, where we work together to integrate all their employee benefits and develop a customized program that meets their goals.

Company info
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