Careers at Financial Finesse

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Job Title: Sales/PR Associate
Location: Manhattan Beach, California
Summary: The Sales/PR Associate will strategically contact prospects to set appointments in a consultative sales process. This person will also assist with PR efforts by contacting journalists and setting appointments. The position may also work with the internal team to help with various other campaigns as needed.
Responsibilities:
  • Contact target prospects via telephone and email to open a conversation about financial education with the goal of setting an appointment for one of the Consulting team members.
  • Take prospects from initial hello to appointment stage.
  • Manage database of prospect contacts to continually move relationship toward an in-person appointment.
  • Work with the PR team on marketing initiatives to develop a strong pipeline.
  • Work closely with Think Tank Director to assist in PR campaigns and establishing regular contact with journalists.
  • Ideally this position will grow to include more strategic duties related to consultative sales and PR within the firm.
Required Skills, Experience and Credentials:
  • Excellence in communication verbal (telephone) and written.
  • Highly intelligent and creative, able to think on feet.
  • Works best under pressure.
  • Extremely high emotional intelligence: Intuitively reads and adapts to people without thinking about it.
  • Excellent problem-solving skills.
  • Genuine, realistic confidence, which means: understand own strengths and weaknesses and be comfortable in both areas, willing to try new things with a quiet confidence to ask for help or resources when necessary.
  • Approach mistakes as opportunities to learn and grow.
  • Have the confidence and persistence to move things in the right direction for the long term without needing instant gratification.
  • Fascinated with people and what makes them tick. Never tired of learning more about individuals or human nature in general.
  • Passionate for the job—never gets old, always invigorating.
Desired Skills, Experience and Credentials:
  • BS/BA
To apply: Please send your resume and cover letter to jobs@financialfinesse.com and please state ‘Sales/PR Associate‘ in the subject line.

Financial Finesse is looking for qualified Certified Financial Planner™ professionals. Please see the description below for details.
Job Title: Resident Financial Planner
Location: Various locations.
Summary: Member of a think tank of financial counselors 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 counselors must be willing to forgo all existing clients and planning practice.
Essential Duties and Responsibilities:
  • Financial Counseling. Takes 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. Facilitation of up to 2-hour instructor led, interactive Financial Education Workshops for audiences of 15-40. Some 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.
  • 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.
Core 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, 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 presenting 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, CFP®professional designation.
  • Working knowledge of all Microsoft applications and comfortable with using home grown database technologies.
To apply: Please send your resume and cover letter to jobs@financialfinesse.com and please state ‘Resident Financial Planner position‘ in the subject line.

All applications are treated as strictly confidential. Financial Finesse is committed to the philosophy of equal opportunity employment and does not discriminate against any employee or applicant on the basis of race, color, ancestry, age, religion, sex, sexual orientation, national origin, disability, medical condition, marital status, veteran status, or other non-job-related criteria.