Financial Engines

Financial Engines – Why Work For Us?

Dr. William F. Sharpe (Bill) is a recipient of the 1990 Nobel Prize in Economic Sciences, and has helped some of the nation's largest pension fund managers invest billions of dollars of retirement money. He started Financial Engines in 1996 when he realized that technology made it possible to offer the same sophisticated retirement help to individuals, regardless of their wealth or investment experience. Today, his revolutionary vision—to give everyone access to independent, high-quality investment advice—is a reality.  Bill is currently a Director Emeritus with Financial Engines.

Financial Engines combines Bill's pioneering investment methodology with proprietary technology to provide all investors with cost-effective, expert advice and management—the kind previously available only to the world's largest institutional investors.

As the STANCO 25 Professor of Finance, Emeritus at Stanford University's Graduate School of Business, Bill's academic career included teaching at Stanford University, the University of Washington, and the University of California at Irvine. He is perhaps best known as one of the originators of the Capital Asset Pricing Model (used by economists to illustrate the relationship between investment risk and return in the pricing of securities) and for his development of the Sharpe Ratio for investment performance analysis, which bears his name. 

In addition to writing seven influential books on portfolio theory and investing, Bill has published articles in a number of professional journals, including Management Science, The Journal of Business, The Journal of Finance, The Journal of Financial Economics, The Journal of Financial and Quantitative Analysis, The Journal of Portfolio Management, and The Financial Analysts' Journal.

He is also the past President of the American Finance Association.

Bill received his Ph.D., M.A., and B.A. in Economics from the University of California at Los Angeles. He is also the recipient of a Doctor of Humane Letters, Honoris Causa from DePaul University, a Doctor Honoris Causa from the University of Alicante (Spain), a Doctor Honoris Causa from the University of Vienna (Austria), a Doctor of Science, Economics, Honoris Causa from the London Business School, and the UCLA Medal, UCLA's highest honor.

Who We Help

At Financial Engines we believe that everyone deserves personalized retirement help. And we've been offering just that since 1998. Over a million people at hundreds of America's biggest organizations have received help from Financial Engines.

Whether you're just starting out or getting close to retirement, Financial Engines will help you make the most of your future. Regardless of your goals, salary, investment style, or retirement horizon, Financial Engines provides Retirement Help for Life®. Check out these stories to see how we can help investors like you.

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The Financial Engines difference

At Financial Engines, we have a lot to be proud of. Since 1996 we've been helping millions of people get expert retirement advice that was once reserved for only the wealthiest investors. Providing Retirement Help for Life® is a lofty goal but it's one that our employees are 100% committed to-and extremely passionate about as well. By combining talent, technology, teamwork, and a common sense of purpose, we've made Financial Engines a great place to work 

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

Financial Engines offers a wide range of benefits to full-time employees. We currently have all the basics, including:

  • Cafeteria Style Program (Section 125 Plan) with a benefit credit
  • Medical (includes an additional Mental Health & Chiropractic Benefit)
  • 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
  • Paid time off

Plus the following for eligible employees:

  • Holidays
  • Back up child care solution (Palo Alto and Boston)
  • Commuter Check options
  • Professionally managed 401(k)
  • We can help you achieve and maintain a Series 65 license
  • Telecommuting options
  • Recognition Awards

At Financial Engines, our core values really shape our culture

Describing a company's culture in words, without experiencing it firsthand, is no easy feat. 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...and it makes all the difference.

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.

"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 everyday is the challenge and the people. Everyday 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

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Financial Engines Reviews

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49 Reviews
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Financial Engines President and CEO Jeff N. Maggioncalda
Jeff N. Maggioncalda
38 Ratings
  1. 1 person found this helpful  

    A great company that will only get better

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Financial Engines full-time (more than 8 years)


    The company is comprixed of employees who share and believe strongly in the company vision that everyone deserves personalized retirement help, regardless of level, wealth, occupation, etc. The people at FE are smart, hardworking, and want to make a difference for participants. While the company is growing quickly, and we don't have all the answers, we are all trying hard to find them. We care and we want to make the company a success for our sponsors, partners, participants, and each other.


    We're growing and changing and not everyone likes that or can operate in such an environment. There are bumps and frustrations but there are also high points and great work, camaraderie, innovations, flexiblity, self-satisfation, and more.

    Positive Outlook
    Approves of CEO

Financial Engines Interviews

Updated Nov 26, 2014
Updated Nov 26, 2014

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Summer Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through other source. The process took 6 weeksinterviewed at Financial Engines.

    Interview Details

    Recruiter called me about 4 weeks after I had applied and we discussed my resume, work history, career aspirations and reasons why I picked Financial Engines. Very basic phone interview that lasted about 20-30 minutes. I answered all questions using the S.T.A.R. format, and was asked to schedule an in-person interview right away. In-person interview was with 2 office managers and the trainer. I brought a portfolio with past project work, work experience, and certifications and seemed to impress and all their questions were based around that. Again, answered all my questions using the S.T.A.R. format. In-person interview lasted about 1 hour. According to the receptionist, there were at least 10 other potential interns for this position, but I received the offer a little over a week later.

    In conclusion, prepare to answer questions about your resume, work/school experience, and/or portfolio with the STAR format. Know the company history before the phone interview. Get to the interview early; punctuality is held at a high standard. Do not be afraid to smile, everyone is extremely friendly and they understand you are nervous. Study up on basic interview questions and your resume!

    Interview Questions
    • (Basic Interview questions that reflect your work experience, dedication and past projects/leadership roles)   View Answer
    Negotiation Details
    Not able to negotiate. No benefits unless you were hired on after the internship ended (rare). Pay was moderately high for an intern at $18/hr working Full Time during the summer.
    Accepted Offer
    Positive Experience
    Easy Interview

Financial Engines Awards & Accolades

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Additional Info

Headquarters Sunnyvale, CA
Size 150 to 499 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 More

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