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Edelman Financial Engines

Engaged employer

I love it! - Anonymous employee Edelman Financial Engines Employee Review

4.0
24 May 2012
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great place to work with inspiring mission to help people retire with the confidence that their lifetime earnings and investments will sustain them. All management team seems committed to the mission and to the employees and to offering more ways to help employees with retirement. I am able to be very creative in my work and question ideas that I think could be done a better or different way.

Cons

Sometimes we have to go through too many steps that take too long (like needing the legal group to review and approve almost everything) to gain approval to try something new to us that other companies have been doing for a long time-like use social media more in many areas of the company.

Explore other reviews about Edelman Financial Engines

5.0
5 June 2026
Recommend
CEO approval
Business outlook

Pros

Great firm if you are in to sales

Cons

Very high fee and the clients are not happy

3.0
2 Mar 2026
Recommend
CEO approval
Business outlook

Pros

Pros Edelman provides strong exposure to retirement planning conversations and a fast-paced environment that builds customer service and communication skills quickly. The training and structure help you learn processes, systems, and compliance expectations. You get repetition with real client scenarios, and some teammates are genuinely supportive and knowledgeable.

Cons

The job can feel like a constant sprint. Metrics and monitoring often outweigh judgment and quality, and performance management can feel punitive rather than developmental. Leadership quality varies widely; the experience can depend heavily on your direct manager. Turnover and burnout felt common in the teams I observed.

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Edelman Financial Engines Response
1mo
Thank you for taking the time to share such detailed and balanced feedback. We’re glad to hear you found the training and early exposure to client conversations valuable, and that the structure helped build core skills. We also appreciate the candid perspective on workload, metrics, and leadership consistency. These are areas we continue to evaluate as we work to better balance performance expectations with sustainability, development, and a consistent management experience. Feedback like this is important in helping us strengthen how we support and coach our teams.
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