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Careers

The 'finesse' of our company is the people who work here. Our greatest strength is the caliber of our team, working together on a common goal: educate and empower people to achieve a secure financial future. Our entrepreneurial environment gives everyone the opportunity to be recognized as a key contributor in a service driven organization. We are all passionate about what we do, and thrive in the fast paced dynamic environment we work in.

Resident Financial Planner

Job Title:Resident Financial Planner
Location:Various locations.
Summary:Become a member of our Think Tank of financial planners, responsible for providing unbiased financial education and resources to consumers over the phone, in writing and face-to-face. In order to ensure 100% unbiased perspectives, our financial planners must be willing to forgo all existing clients and planning practice.
Essential Duties and Responsibilities:
  • Financial Counseling - take calls from consumers with a variety of personal finance issues including Debt, Money Management, Investing, Retirement Planning, Taxes, Real Estate, Estate Planning and College Planning

  • Workshops - facilitate up to 2-hour interactive Financial Education Workshops for audiences of 15-40; travel required

  • Consultations - provide up to one-hour consultations for consumers who need assistance with goal setting and putting together a customized step-by-step action plan that will help them achieve their goals

  • Product Development - provide assistance on initiatives related to content development (articles, FAQ's), QA/fact-checking, knowledge base development & various research projects

  • Working with companies/individuals who inquire about our services using our consultative methodology

  • Keep current on tax law changes and other relevant financial topics and news.

  • Continually seek the necessary resources and information to maintain expert status and ensure Financial Finesse products and services are accurate
Required Competencies:
  • CERTIFIED FINANCIAL PLANNER™ designee—MUST be current and active; other designations are a bonus

  • Minimum of 10 years practical experience

  • Consultative approach - active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs and speaking in terms people can relate to and understand

  • Thorough knowledge of all aspects of financial planning for individuals, small business owners and others

  • Ability to gather research and compile data and information in a clear and usable format

  • Understands the difference between education and advice

  • Excellent public speaking skills - previous experience facilitating financial workshops

  • Excellent phone manner and presence; call center experience is highly desirable

  • Effective communication skills - verbally and in writing

  • Ability to multi-task and work on teams

  • Extremely flexible and willing to work in a fast changing environment

  • National travel required (up to 50%)

  • B.A. or B.S. Degree

  • Working knowledge of all Microsoft applications and comfortable with using home grown database technologies
Compensation:Base salary of $80,000 plus bonuses; medical, dental, and vision insurance, plus other benefits
To apply:Please send your resume and cover letter to jobs@financialfinesse.com and please state 'Resident Financial Planner position' in the subject line.

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