10 Financial Companies With The Best Benefits In 2018

Job seekers who are looking for new opportunities with financial services companies are savvy about numbers. Therefore, they understand why evaluating an employee benefits package needs to be a major part of their calculations when considering employment offers. Not only is salary important, but strong healthcare coverage, retirement and education benefits, and a commitment to wellness and work/life balance can help job candidates ultimately decide which positions offer the most value over time.

With so many big-name financial services companies recruiting and retaining talent, they have to make an attractive offer in order to stand out from their competitors. We’ve compiled a list of financial companies with stacked job benefits that offer both short- and long-term support for their employees. Special attention was paid to educational benefits since financial services often require advanced certifications and degrees for career advancement.

Here are our picks for the best employee benefit programs at financial services companies in 2018:


USAA, which offers financial services for military member and their families, offers a generous array of employee benefits worth saluting. The San Antonio, Texas-based corporation ranks 19th on the Fortune 100 Best Companies to Work For 2018, and it’s no wonder why when you consider how it tries to engage its 32,000-strong workforce.

For starters, wellness is a huge priority as evidenced by the on-site health clinic provides services for a nominal flat fee, along with free lab and preventive services. And, to combat work stress, “Relax and Rejuvenate” zones are available for quick work-day escapes. USAA also offers a generous 85 days of fully-paid maternity leave, and 60 days for paternity.

Education-related perk: Employees get up to $10,000 per year for approved educational expenses that include college degrees or professional designations – nearly double what most corporations offer.

Capital One

Another company to break the top 20 of Fortune 100 Best Companies to Work For 2018 (ranked 17), Capital One is known for being employee friendly. Among the most impressive benefits for the McLean, Virginia-headquartered banking institution is its recent expansion of adoption and added surrogacy reimbursement benefits. Of course, unlimited sick days and on-site amenities like car washing and dry cleaning (in select locations), are small gestures that go a long way toward showing employees that they are supported.

Education-related perk: Workers who work toward an eligible degree or non-degree courses taken for academic credit at an accredited school for personal or career growth are reimbursed up to $5,000.


These days, not too many private corporations offer a pension plan, but Nationwide is one that does. Not only that, the Columbus, Ohio-based insurance provider also provides a company matching contributions for a 401(k), so employees have two ways to prepare for the futures.

Day to day, workers also enjoy work life balance thanks to a variety of flexible work arrangements.

Education-related perk: Nationwide employees are encouraged to continue their education, as 100% of tuition and 50% of books for undergraduate and graduate courses will be paid for up to $5250 per year. In addition, the Learning and Development department offers training and career planning support.

American Express

The New York-based credit card issuer and financial services provider not only offers a generous array of health benefits, but it’s among the most generous when it comes to supporting new parents, offering 130 days fully-paid maternity leave and 100 days paternity. The company also matches up to 6% of salary in its 401(k) program.

Education-related perk: American Express’ $7,500 maximum tuition reimbursement is higher than most other companies.


Headquartered in Milwaukee, Wisconsin, Baird is number 12 on the FORTUNE 100 Best Companies to Work For list, mostly because the commitment to its workforce is evident in its many benefits programs. One that impresses is the Baird Cares program, which gives every associate two paid days off each year to volunteer for a nonprofit organization of his or her choice. The firm also allows its workers to take advantage of staggered work hours, telecommuting, job sharing, and summer hours.

Education-related perk: From top to bottom, Baird aims to help every employee expand their knowledge. Full timers get up to $5,250 in tuition reimbursement, but even interns can get tuition reimbursement up to $500 per year.

Quicken Loans

The Detroit, Michigan-based Quicken Loans offers comprehensive benefits as well as several cool and interesting employee perks. Take for instance the fact that its health coverage includes generous financial support for infertility procedures, testing/therapies needed in the treatment of autism – two major areas that are often great expenses to families dealing with those issues. But the smaller benefits like free parking, free snacks, and low cost pet insurance, can add up to big savings for workers as well.

Education-related perk: Like some others on our list, Quicken employees can qualify for up to $5,250 per year tuition reimbursement; $2,625 for part-timers. Plus, the company provides an array of free health and financial seminars on-site.

Navy Federal Credit Union

Navy Federal, based in Vienna, Virginia, offers multiple levels of employee support. One of its popular programs is the Dollars for Doers grant that awards nonprofit organizations a $1,000 grant check in the name of the employee who volunteers. Employees also enjoy up to 7% of salary matching for their 401(k), and a company-paid pension plan.

Education-related perk: Financial assistance up to $5,000 is provided for education, along with scholarship programs, and on-site college and university classes at headquarters and other locations.

Andersen Tax

This San Francisco, California tax services firm employs just under 1,000 US employees, but it earns a place on our list since it goes above and beyond with its benefit offerings.

Education-related perk: Among its most unique perks is helping its employees with student loan debt paydown. The firm offers any regular, full-time employee a benefit of $100 a month for 60 months with a $6,000 lump-sum trailer at the end of the five-year period, or a total of $12,000, toward their student loan debt. In addition, Andersen Tax and the University of San Francisco School of Law have a partnership to offer employees pursuing Master of Laws in Taxation (LLM) or a Master of Legal Studies in Taxation (MLST) degree a free ride. Those seeking education elsewhere can qualify for $5,250 of tuition reimbursement. 

Allianz Life Insurance Company of North America

Judging by the compressed work weeks, flex time, job sharing, and telecommuting, it’s safe to say that Allianz Life Insurance Company of North America wants to take the pressure off of its workforce. They also offer a generous 7.5% company matching and provide access to to independent financial planners for 1:1 personalized help.

Education-related perk: Allianz has its very own Online Learning Center that offers over 200 eLearning classes for employees. For those seeking a degree or continuing education on their own, tuition reimbursement is available up to $5,250.


How does 22 vacation days for full-time employees after two years sound? That’s just the start of PwC’s many generous employee benefits. Another impressive one is their reimbursement of up to $25,000 for surrogacy or adoption-related expenses

Education-related perks: PwC really shines in its support of education. The company is the second one on our list to assist employees with student loan paydown. It also offers $5,250 per calendar year to pursue studies, while also helping staff obtain professional designations via study support and preparation courses.

When evaluating career opportunities in the financial services industry, think beyond just salary and bonuses and compare the ROI of benefits packages. They are not only a strong indicator of just how much prospective employers care about and support their teams, but they can add real-dollar value to your earnings.

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