Meet Financial Engines'
JEFFREY GOLDBERG

Careers - Jeffrey’s Story
 Changing Tactics
Jeffrey’s Story
Changing Tactics
Jeffrey studied business administration in school and created a varied career for himself in the financial industry from there. He applied for a position at Financial Engines because he was weary of the transactional aspects his previous position required. Jeffrey hoped to take on a more advisory role, and Financial Engines hired him to do just that.
Careers - What Jeffrey Does
 Investment Advisor Representative
What Jeffrey Does
Investment Advisor Representative
Jeffrey spends the majority of his time on the phone with company clients. It’s his main objective to help people develop long-term financial strategies that will benefit them in the retirement stages of their lives. When he isn’t busy on calls, Jeffrey researches new industry trends, and stays up-to-date with beneficial company technology.
 
 
“‘Help each other’ is my favorite of our company’s core values.”
 
“‘Help each other’ is my favorite of our company’s core values.”
 
 
“I see a lot of growth opportunities in the future of this company.”
 
“I see a lot of growth opportunities in the future of this company.”