We will plan our work, work our plan with agility, yet monitor our plans.
We will be who we truly are, not as we seem, yet seek out diversity of thought.
We will genuinely care about associates & customers and their causes, yet sweat the details for them.
We say what we do, and do what we say, yet commit to learn continuously.
We will celebrate our wins, yet seek to be humble and get better.
Perks and Benefits
Uplifting humanity is hard work. Here at WealthEngine, we’re collaborative and open and lead with integrity and honesty. We want to support your commitment to helping others, by supporting YOU. At WealthEngine, we offer you:
Personal Time Off
- 20 days paid vacation
- 10 paid holidays
- 2 volunteer days to give back to your community
- Paid parental leave
- Adoption assistance
- Professional employee assistance program
- Exclusive mobile phone discounts and travel deals
- Education reimbursement for all full-time employees (up to $1,500 per calendar year)
- Up to $500 of this $1,500 may be used for professional development
- Medical, dental, and vision coverage for immediate use
- Disability Insurance
- $300/year to spend on your own idea of zen!
Parking/Metro Benefit (Bethesda Location)
- Complimentary parking or
- $115 stipend onto a Metro card
- Peoples Trust Credit Union
- Provides savings, checking and money market accounts, auto, mortgage, and more!
Short- and Long-term Disability Insurance
- 100% of your premium paid by us thanks to our carrier, Insperity
- Short-term disability after 14 days
- Long-term disability after 14 weeks
- Fully stocked fridge with all the seltzer, soda, coffee, and snacks your heart desires
- Regular opportunities to chit-chat with colleagues and celebrate company milestones
- Casual dress code so you can stay comfy all day!
401k Retirement Savings Plan
- Pay to participate starting your first day with us
- WealthEngine matches 50% of up to 3% of your contributions
$1,500 given for employee referrals who join our team