Financial Engines Career Overview | Glassdoor

Financial Engines Overview

Sunnyvale, CA
501 to 1000 employees
1996
Company - Public (FNGN)
Investment Banking & Asset Management
$100 to $500 million (USD) per year
Financial Engines (FE) currently offers personalized advice to millions of workers nationwide for saving, investing and living in retirement. In February, 2016, FE acquired The Mutual Fund Store® and together we have become America’s largest independent ... Read more

Mission: Reinvent the system to give all people the power to grow.

Company Updates

  • Ha Lee, vice president of software development at Financial Engines, recently spoke on a panel at the annual Grace Hopper Celebration. This event brings together leading women in tech to discuss computing and careers. Hats off to Ha (pictured on the far left) for being such an inspiring leader!

  • We’ve recently released a free guide about how to create and use a budget — it’s a key component of financial well-being. Download it here: http://glassdoor.com/slink.htm?key=vQYU9

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Financial Engines – Why Work For Us?


Our work in a nutshell!

We were founded in 1996 to help people just like you, and hundreds of Fortune 500 companies use our workplace solutions to help their employees with personalized financial guidance. We provide objective, fee-based advice and asset management, with an aim to help you build a better financial future, plain and simple.

Let's reinvent the system to give all people the power to grow.

Financial Engines was founded on a mission to help people. After 20 years, we are the largest independent registered investment advisor in the nation serving over 1 million people with over $150B assets under management (http://data.investmentnews.com/ria/). But we want to do more. We are expanding our services to reach more people and need mission-driven individuals passionate about helping others.

Visit our Career Center to learn more about our opportunities and benefits.

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

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.

  • Always do the right thing.
  • Help each other.
  • Be clear.
  • Reinvent.


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

We are reinventing the way we build things and are rapidly moving into AWS Cloud. If you are excited about building enterprise grade applications as a network of inteligent, self-deployable microservices, check out our Tech Blog.

Financial Engines Reviews

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Financial Engines President & CEO Larry M. Raffone
Larry M. Raffone
54 Ratings
  • Helpful (1)

    "Great financial planner opportunities"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Senior Vice President - Financial Planning
    Current Employee - Senior Vice President - Financial Planning
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Financial Engines full-time (More than a year)

    Pros

    If you are an experienced financial advisor and are sick of the constant prospecting and being put in the position of selling commission products, you should consider Financial Engines. Great benefits package, salary plus AUM fees, steady lead flow provided by firm, FeeOnly Fiduciary providing comprehensive, goals- based financial planning. Also has rapid growth so plenty of room for advancement.

    Cons

    A bit of corporate micromanaging but genuinely love my job.

    Advice to Management

    Keepup the great work!

See All 135 Reviews

Financial Engines Photos

Financial Engines photo of: Coroprate Headquarters
Financial Engines photo of: We live by our values.
Financial Engines photo of: Open office space includes relaxed meeting areas.
Financial Engines photo of: Our game room is a popular meeting place.
Financial Engines photo of: Time for a break.
Financial Engines photo of: Table or booth?</Table>
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Financial Engines Interviews

Experience

Experience
59%
8%
33%

Getting an Interview

Getting an Interview
67%
15%
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    Human Resources Interview

    Anonymous Interview Candidate
    No Offer
    Negative Experience
    Average Interview

    Interview

    I had two in-person interviews scheduled on two different days over the course of a few weeks. Each time I arrived at the office, I was not precleared in the security system and the receptionist, interviewers either did not know I was coming or were prepared.

    Interview Questions

    • What was the one thing you liked least about your prior company/role?   1 Answer
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Financial Engines Awards & Accolades

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