Work at the company that invented financial wellness coaching

Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit — and we’re looking for people who believe, as we do, that everyone deserves access to trusted financial guidance.

See open positions

A results-driven culture of ownership — 100% remote

We are a dynamic team of skilled, empathetic, and motivated individuals united by a shared mission: change as many financial lives as possible. Here’s how we work.

Innovation is in our DNA.

We invented the financial wellness industry in 1999 and have led its evolution ever since.

We are a culture of ownership and results.

We celebrate individual responsibility, collaboration, and outcomes — not hours logged or busyness. Everyone owns their work and their impact.

Everyone has an ownership stake.

All employees participate in annual profit-sharing. Team members with 5+ years of tenure receive equity in the company.

We invest in our people.

Professional development and self-care are not just encouraged, they’re covered. Team building and fun are built into how we operate.

Performance is rewarded.

All employees are eligible for bonuses tied to personal performance and shared company results.

We are 100% remote.

Our high-performing global team has the freedom to work when, where, and how they do their best work.

Recognized as one of the best places to work — year after year

Finesse’s commitment to mission, culture, and innovation has earned consistent recognition from leading employer rating bodies and business publications.

Award	Awarding Body	Year(s)
Best Workplaces	Inc. Magazine	2023, 2024, 2025
Best Workplaces for Innovators	Fast Company Magazine	2025
Female 500 Founders	Inc. Magazine	2025
Best Places to Work in Fintech	American Banker Magazine	2025, 2026
Best Tech Team (finalist)	Banking Tech Awards	2024

What our team members are saying

Financial Finesse employees consistently highlight meaningful work, authentic mission alignment, true autonomy, and colleagues they genuinely enjoy working with as some of the most rewarding aspects of being part of the company.

“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 roles below. We’re always interested in connecting with exceptional talent. Feel free to reach out even if you don’t see a role that fits today.

Job Title	Location	Department
Certified Financial Planner – Bilingual	Remote	Financial Coaching Team	Apply

Let’s Chat

Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit.

We’re building the future of financial wellness — for employees, for employers, and for the people who make it possible. Interested in joining us? We’d love to hear from you.