Certified Financial Planner

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