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Financial Finesse Jobs (NOW HIRING)

K2view

Sales Director

Work cross team with finesse including marketing, finance, legal, product, and engineering. Requirements * 10+ years closing experience (mix of field selling within mid-market and enterprise). * CXO ...

Apex Informatics

IT Product Manager

Chandler, AZ · On-site

... Finance. B. Understanding of Banking and Treasury Value Chain. C. Proficient in articulating the business problem and the technical solution. Must have the finesse to navigate within a large ...

Phaxis

Behavioral Health Director

Raleigh, NC · On-site

$110K - $120K/yr

... financial and clinical operations with finesse. QualificationsEducation & Experience * Master's degree in Psychology, Social Work, Counseling, or a related field, plus the appropriate licensure, with ...

RSI

Recovery Specialist-Healthcare

Glendale, AZ · On-site

$17/hr

... financial future Requirements Education: • High school diploma or GED equivalent Your Job ... finesse. • Initiate outbound calls professionally, showcasing your negotiation skills and ...

OCI Hospitality

General Manager

Harrisonburg, VA · On-site

$67K - $85K/yr

... financial responsibilities, forecasting, sales and marketing, guest services and facilities ... with poise and finesse • Conduct work-related functions in a professional manner Salary ...

Paradigm Oral Health

Surgical Assistant

Norman, OK

... finesse. Dive into the heart of dental care, obtaining vital radiographs and crafting detailed ... We prioritize your personal and professional well-being, covering aspects from health to financial ...

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Financial Finesse information

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$31.5K

$74.5K

$117K

How much do financial finesse jobs pay per year?

As of Jun 10, 2026, the average yearly pay for financial finesse in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Financial Finesse Coaches when working with employees from diverse financial backgrounds?

Financial Finesse Coaches often encounter employees with a wide range of financial literacy levels and unique personal circumstances. One common challenge is tailoring advice to address varying needs, from basic budgeting to complex retirement planning, while maintaining confidentiality and trust. Coaches must also stay up-to-date on relevant financial regulations and resources to provide accurate, actionable guidance. Collaborating closely with HR teams and maintaining clear communication is essential for fostering engagement and helping employees feel comfortable seeking help.

What is the difference between Financial Finesse vs Financial Advisor?

AspectFinancial FinesseFinancial Advisor
CredentialsCertified Financial Planner (CFP), Certified Financial Education Instructor (CFEI)CFP, Chartered Financial Analyst (CFA), or other financial planning certifications
Work EnvironmentCorporate, employee benefit programs, online platformsIndependent or firm-based, client-facing, in-person or virtual meetings
Employer & Industry UsageEmployers, HR departments, financial education companiesFinancial planning firms, banks, investment companies
Primary FocusFinancial education, planning tools, employee financial wellnessPersonalized financial advice, investment management, estate planning

Financial Finesse specializes in providing financial education and wellness programs within organizations, focusing on improving employees' financial literacy. In contrast, a Financial Advisor offers personalized financial planning and investment advice to individual clients. While both roles require financial certifications, their work environments and primary objectives differ significantly.

What is Financial Finesse?

Financial Finesse is a financial wellness company that provides unbiased financial education and guidance to employees through workplace programs. Their services include online tools, workshops, and access to certified financial planners who help individuals improve their financial literacy and make informed decisions. Unlike financial advisors who may sell products, Financial Finesse does not sell financial products or accept commissions, ensuring their advice is objective. Their goal is to help people manage their money better, reduce financial stress, and achieve long-term financial goals.

What are the key skills and qualifications needed to thrive as a Financial Wellness Coach, and why are they important?

To thrive as a Financial Wellness Coach, you need a solid understanding of personal finance, budgeting, and investment principles, typically backed by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP or AFC is often expected. Excellent communication, empathy, and motivational skills help coaches effectively guide clients toward their financial goals. These competencies are vital to build trust, provide actionable advice, and empower individuals to make informed financial decisions.
More about Financial Finesse jobs
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What states have the most Financial Finesse jobs? States with the most job openings for Financial Finesse jobs include:
What job categories do people searching Financial Finesse jobs look for? The top searched job categories for Financial Finesse jobs are:
Financial Finesse jobs near you

Sales Director

K2view

Remote

Full-time

Posted 12 days ago

Job description

Description
  • Sell into fortune 1000 companies while running an efficient and adaptable sales process.
  • Develop a deep understanding of your customer's business including industry-specific pains/gains.
  • Negotiate mutually beneficial pricing and business terms with F1000's enterprises by selling value and ROI.
  • Have strong sense of necessary steps to close business and build champions that speed the process.
  • Identify robust set of business drivers behind all opportunities and document in company CRM (SFDC).
  • Handle existing customer expectations while expanding reach and depth into assigned territory.
  • Ensure high forecasting accuracy and consistency in prediction of your business.
  • Work cross team with finesse including marketing, finance, legal, product, and engineering.

Requirements
  • 10+ years closing experience (mix of field selling within mid-market and enterprise).
  • CXO level sales experience.
  • Experience working for an innovative tech company (Data Related Products).
  • Minimum 5 years' experience in Enterprise Software Sales.
  • Success in selling to the Fortune 1000 winning both new and expand deals.
  • Met/exceeded sales goals of 2M+ and operated with an ACV's of $500k+.
  • Self-starter with ability to work independently, who is driven, adaptable, honest, & responsive.
  • Willingness to travel as needed (up to 50%+).
  • Hunter mentality with strong prospecting skills, independently and in partnership with sales development team.

Extra Credit for:
  • Familiarity with the MEDDIC or equivalent qualification sales methodologies.
  • President's Club, top rep, top percentile performer, consistent YoY overachievement.

Quick Details:
  • Career Level: Senior Manager
  • Qualification: Bachelor's Degree, Post Graduate Diploma, Professional Degree
  • Job Type: Full-Time

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