A culture of innovation and ownership.

Financial Finesse is the pioneer of the financial wellness movement and a driving force in shaping its future. We believe in the power of deeply personalized and 100% unbiased financial coaching to change lives. If you do too, join us.

See open positions

Our culture

We are a dynamic team of skilled, empathetic, and motivated individuals who come together around
our shared mission to achieve big things we can all be proud of.

Innovation is in our DNA.

In 1999, we invented the industry, and we continue to lead its evolution today.

We are a results-driven, culture of ownership.

We celebrate individual responsibility, teamwork, and results, not busyness or hours logged.

Everyone has an ownership stake.

We offer annual profit-sharing for all and equity at 5+ years.

We invest in our team members.

Professional development and self-care are encouraged and covered. Team building events and fun are prioritized!

Hard work pays (off).

All employees can earn bonuses based on both personal performance and shared company goals.

We are 100% remote.

Our high-performing team has the freedom to work when/where/how they like. 

What team members are saying

“Financial Finesse truly is a unique workplace. We are a privately owned, boutique firm who serves some of the largest Fortune 500 companies. We aren’t looking for fast sales—we want to be partners with our clients. Workplace flexibility is engrained in our culture. We are also very mission driven—all staff cares that we are making a difference in the lives of our client’s employees.”

Financial Finesse employee

“At Financial Finesse I have grown more than I ever imagined as a financial professional. I have also become part of a team that truly aspires to make changes in people’s lives. Our mission is clear—financial wellness for everyone—and senior management is transparent in showing that we are continuing efforts to make that mission a reality.”

Financial Finesse employee

“This organization is pretty much my dream job come true. I wanted to work for a place where I can consider the people I work with friends and family, and that’s exactly how I feel today. I’m empowered to make my own decisions, to take ownership, and to continue to grow at my own pace. Financial Finesse is happy to acknowledge my accomplishments and those of others with many positive reinforcements. I’m happy that along with the company’s growth, I can grow with it.”

Financial Finesse employee

“I am lucky enough to work in an incredibly dynamic and diverse workplace. I feel like I am making a positive impact every day and I trust that my employer intends to do the same on a larger scale. It is clear that my family and well-being are taken into consideration based on the benefits that are provided. My coworkers are fun, casual, and supportive. They inspire me to do my best and are so collaborative. They share their good ideas and are open to receiving mine. I absolutely love working at Financial Finesse.”

Financial Finesse employee

Open positions

Explore our open positions and feel free to reach out with any questions.
We look forward to hearing from you.

Job TitleLocationDepartment
Client Success ManagerRemoteClient Success TeamApply
Client Success ManagerRemoteClient Success TeamApply
Certified Financial PlannerRemoteFinancial Coaching TeamApply

Don’t see anything that fits your skills?
That’s okay, we like different!

We are always looking to hire talented, passionate people who want to make
a difference in the world. Send us a note and let’s chat!

Contact Jill McLane to get in touch.
[email protected]

Let’s Chat

Interested in learning more about how
we change financial lives?

Contact us