Financial Engines Reviews | Glassdoor

Financial Engines Reviews

Updated October 4, 2018
148 reviews

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3.5
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Approve of CEO
Financial Engines President & CEO Larry M. Raffone
Larry M. Raffone
70 Ratings

148 Employee Reviews

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Pros
  • "Great work/life balance, very easy to work from a remote location or home when needed" (in 18 reviews)

  • "Nice office space across all locations" (in 9 reviews)

Cons
  • "They talk the talk, but don't walk it Since Mutual Fund Store was acquired by Financial Engines - it has really been a mess" (in 5 reviews)

  • "We didn't aggressively modernize our tech stack over the years because it wasn't necessary to grow" (in 5 reviews)

More Pros and Cons

  1. Featured Review

    Helpful (2)

    "FinTech Growth Company"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Phoenix, AZ
    Current Employee - Anonymous Employee in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Financial Engines full-time (More than 5 years)

    Pros

    You are rewarded for your hard work
    Awesome culture
    Competitive pay
    Great benefits package
    You own your career path

    Cons

    The most recent acquisition/merger has created some unknowns, but I firmly believe that FE will continue make decisions that are in the best interest of their clients and employees, alike.

    Advice to Management

    Continue to be advocates for your employees. Continue to actively listen to the feedback provided by your employees and take appropriate action.
    Continue to learn from past “mistakes”.
    Continue to be willing to grow/develop as this will only encourage growth/developement from your directs.
    Continue to lead by example.


  2. "Strategy and Analytics"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Financial Engines full-time

    Pros

    -Great culture and working environment
    -Project based work

    Cons

    -None really - maybe inconsistent work flow
    -Not a big deal really as you're just an intern

  3. "Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook
    Approves of CEO

    I have been working at Financial Engines full-time

    Pros

    Fiduciary only relationships, independent advisory firm helping mass affluent have a successful retirement

    Cons

    Going through corporate merger now and disruptive environment


  4. "Benefits Review at Financial Engines"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Financial Engines full-time (Less than a year)

    Pros

    Pretty standard benefits. Offers 401(k) matching.

    Cons

    Offers unlimited PTO, but good luck using it.

    Advice to Management

    Valuing your employees will contribute greatly to increased employee loyalty.


  5. Helpful (1)

    "Great company but has its disfunction"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Neutral Outlook
    Approves of CEO

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

    Pros

    Great salary, benefits, and overall company culture. Very flexible with time off and work schedule. Takes care of its employees and from the top down is very transparent. Truly cares about serving its customers with great and truthful financial advice and services.

    Cons

    Upper management can sometimes struggle with direction of company and identity of company, two mergers in the last two years. Expansion of services in financial advice causes conflict with product direction.


  6. Helpful (1)

    "Product Manager"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Product Manager in Sunnyvale, CA
    Current Employee - Product Manager in Sunnyvale, CA
    Recommends
    Positive Outlook
    Approves of CEO

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

    Pros

    1. Culture is amazing. "Do the right thing" is a core principle
    2. People: laid-back, collaborative and friendly
    3. Intellectual powerhouse driving the secret sauce (algorithmic asset management)

    Cons

    There is some uncertainty on the future of the company given all acquisitions/mergers. But the vision makes sense on paper. If it pans out per plan remains to be seen.


  7. "Review"

    StarStarStarStarStar
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Financial Engines full-time

    Pros

    They give you lots of free food & drinks of all sorts.

    Cons

    Regular office politics. Management plays to favorites.

  8. "So far, so good!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Client Services Manager in Atlanta, GA
    Current Employee - Client Services Manager in Atlanta, GA
    Recommends
    Neutral Outlook
    No opinion of CEO

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

    Pros

    I've only been here for about a month, but so far I love it!

    After being offered the position, I was sent a care package with Financial Engines paraphernalia along with a $100 gift card. That is unheard of! I was floored and so appreciative.

    The benefits are absolutely amazing. I've never had health care coverage that was so thorough and I have worked for three large financial institutions. They pay for practically everything and out-of-pockets costs are minimal.

    Work life balance so far has been very good, although I can imagine that the summer months are a little slower than others. Even if there will have to be longer days in the future, I'm sure it will be manageable.

    From what I have heard they are working on providing additional career opportunities for CSMs, which will be great. I'm so excited for the future of the company and am happy that I started when I did!

    Cons

    None as of yet, they've been great so far.


  9. "Staff Software Engineer"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Sunnyvale, CA
    Current Employee - Anonymous Employee in Sunnyvale, CA
    Recommends
    Neutral Outlook
    Approves of CEO

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

    Pros

    Excellent leadership and employee focused

    Cons

    Long working hours and within agile teams less coordination and support.


  10. Helpful (5)

    "Senior Product Manager"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Senior Product Manager in Sunnyvale, CA
    Former Employee - Senior Product Manager in Sunnyvale, CA
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I worked at Financial Engines full-time (More than a year)

    Pros

    Great people
    Fast-paced work environment
    Great benefits

    Cons

    Leadership communications were not honest/transparent

    Advice to Management

    Lots of work to re-establish trust with employees


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