Financial Engines Video

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Financial Engines – Why Work For Us?

In a nutshell

We do a lot of stuff, but the short version is we’re an independent investment adviser hired by some of the biggest companies in the US to provide personalized advice for retirement.

We are a fiduciary. This is our pledge to you.

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Experienced professionals with your best interests in mind

Our team is made up of some of the brightest minds in the business. From our founders to our leadership team to our employees, everyone here wants to help make your retirement better.





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The Financial Engines difference

We help millions of people get personalized retirement advice that makes a difference in their lives. And while we’re proud of what we’ve done, we need you to help take us further. Together we can reimagine what retirement planning could look like, feel like, and be like.

We’re looking for talented, diverse people who code or write or design or communicate or manage or build or advise or sell or everything and anything in between.

Financial Engines, Inc. is committed to equal opportunity employment.



undefinedOur core values shape our culture.

Describing a company’s culture is no easy feat. But at Financial Engines, we believe that our core values are the best reflection of what it’s like to work here. We attract the best and the brightest in a variety of disciplines. But regardless of title or talent, everyone at Financial Engines is committed to the same core values.

Help: We help our customers and each other.
Passion: We believe in what we are doing & are driven to succeed.
Reliability: We do what we say we will do.
Respect: We treat each other with respect. 
Integrity: We do the right thing.


undefinedWe offer a wide range of benefits to full-time employees, including:

  • Cafeteria-style program (Section 125 Plan) with a benefit credit
    • Medical: HMO, PPO, or HDHP with employer contribution HSA
    • Dental
    • Vision
    • Flexible spending accounts
    • Disability programs – pretax or post-tax options
    • Basic life insurance at no cost to the employee
    • Additional life insurance options
  • 20 days of paid time off
  • 10 paid holidays
  • Back-up care solution (in-home adult/child, or child care centers)
  • Commuter check option
Plus the following for eligible employees:
  • Professionally managed 401(k)
  • Vitality wellness program with rewards
  • We can help you achieve and maintain a Series 65 license
  • Telecommuting options
  • Recognition awards
  • Tuition reimbursement programs
  • Employee referral program


undefined“At Financial Engines, I am empowered to do what I do best every day. And every day, I am challenged to be the best I can be.”

- Steve L., Operations Team Manager

“I am passionate about the company’s mission. And, I am excited about my role. Every day my work provides ample opportunities to learn new technologies, solve complex problems, and grow in my career.”

- Srinagesh V., Software Development Manager

“I feel privileged to work with such a talented and stimulating group of people. At Financial Engines the doors are wide open to new ideas, keeping my work interesting. Most importantly, there is great work-life balance.”

- Srinath S., Development Lead

“I have forged great relationships among my peers at FE and am constantly learning from them. I would not be where I am now without the tutelage of my peers at FE.”

- Allen W., Sr. Portfolio Analyst

“Financial Engines is an exciting place to work not only because every day brings a different challenge, but it is a place where everyday we have the opportunity to make a positive impact on the lives of individual people.”

- Bob K., Sr. Account Manager

“What keeps me coming to work every day is the challenge and the people. Every day is educational, and with the depth of the expertise here at Financial Engines, I’m always surrounded by a warm, strong team.”

- Tricia L., Retirement Plan Specialist



We have locations in Sunnyvale, CA, Phoenix, AZ, and Boston, MA.


I’m Larry Raffone, CEO of Financial Engines. Thank you for taking the time to provide feedback about your experience as an FE employee. I joined FE 14 years ago because I believed in Bill Sharpe’s vision to help people who could not get help any place else. In leading our next phase, I’m focused on engaging and developing our people, creating and nurturing a dynamic culture,and setting the course to help millions of people who desperately need our help.

Earlier this year, we began to build an ambitious plan for the future. This is how we’ll get there:

We’re becoming a customer-focused company.
We don’t know enough about our customers. We’ll get to know them to learn about their ambitions, their needs, and their aspirations.From customer visits to interviews to research, we’re trying new things and learning from them. They’re the reason we exist.

We’re challenging our competitors.
FE wants to make sure we’re the ones who win. To do this, we have to out-innovate and out-execute. We have to search every day for the innovations that can make our vision become reality.

We’re leading a transformation.
We need people who can help with our new direction, point us to powerful technologies, and embrace disruptive innovation. It’ll take all of us working together to make this transformation happen, and we couldn’t be more excited.

This is the future we’re here to build: A company of significance that makes it possible for millions of Americans to retire well.

To our future employees: We can’t wait to have you aboard. To our past employees: Thank you for your feedback. We’re listening.

 

Larry Raffone

President & CEO

Financial Engines (FE) offers broad and diverse opportunities for individuals attending school (or recently graduated) who want to have significant impact on our products and services. As an intern at FE, you will develop products, build infrastructure, deliver communicaitons, or add significant value to projects that directly touch our business and our customers. We’re looking for student interns hungry to learn and stretch themselves. Does that sound like you? 

Come by and meet us.

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We offer internships in the following areas:

Software Engineering       DevOps/ProdOps       Communications/Marketing       HR

Information Systems       Operations       Investment Management

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Financial Engines Reviews

3.1
Rating Trends
Recommend to a friend
Approve of CEO
Financial Engines President & CEO Larry M. Raffone
Larry M. Raffone
13 Ratings
  • Featured Review

    Helpful (5)

    Great Company going through needed change

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Product Management in Sunnyvale, CA
    Former Employee - Product Management in Sunnyvale, CA
    Recommends
    Positive Outlook
    No opinion of CEO

    I worked at Financial Engines full-time (More than 5 years)

    Pros

    I so fundamentally agree with the mission and the people at FE, so this review will carry that bias. I love the original vision the company had, to provide the retirement help that people deserve. I think that mission rings through the halls of the company but the company had been challenged to deliver on the vision. Culture, quality, technology and leadership needs to change in order to make that possible. Chung is probably the best thing to happen to the company in years. Most of the people are awesome Love the vision for the company Great space in Sunnyvale People care and it is an open and honest environment. Advisor center and their operation is outstanding. Such a key part of the companies success and their future. Open culture of sharing and straight talking. Culture of personal accountability

    Cons

    The culture is dying. The strategy is good but without a culture to execute, then the strategy is worthless Quality across the org is poor and the teams spend more time fixing customer problems than creating great customer experiences. Brand is non-existent. The company’s future is dependent on the team’s ability to create and foster a strong brand (employee retention, employee acquisition, customer acquisition)

    Advice to Management

    Fix the brand - either let the brand team create a world class brand or hire it in from the outside. Fix the culture - Go meet with some of the top companies in the Valley that have nailed a positive company culture. No signs of anything changing. Look to some of the top firms and find out how they do it (HubSpot, Google, Intuit, Genentech, USAA) Fix the quality. Give the teams the tools to deliver and assure quality.


Financial Engines Interviews

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Getting an Interview

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    DATA PROCESSING ASSOCIATE Interview

    Anonymous Employee in Phoenix, AZ
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Financial Engines (Phoenix, AZ) in August 2015.

    Interview

    The first step was a phone interview, which was very simple and straight forward. The second part consisted of an in-person interview at their office. The interview consisted of three rounds with three different groups of people. The trick here is to ask a lot of questions and stay engaged in conversations with them. Though I didn't get the job, I was fortunate to learn a lot from the experience.

    Interview Questions

Financial Engines Awards & Accolades

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Additional Info

Website www.financialengines.com
Headquarters Sunnyvale, CA
Size 500 to 999 Employees
Founded 1996
Type Company - Public (FNGN)
Industry Finance
Revenue $100 to $500 million (USD) per year

Financial Engines (FE), America’s largest defined contribution managed account provider,* is dedicated to making high-quality retirement help available to everyone — regardless of how much money they have. Co-founded in 1996 by Nobel Prize-winning economist Bill Sharpe, FE currently offers personalized advice for saving, investing and living in retirement to millions of workers nationwide. FE combines cutting-edge technology and a personal, human touch to help all types of investors reach their retirement goals. For more information, visit www.financialengines.com ... More

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