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Edelman Financial Engines

Engaged employer

A Great Opportunity To Get Licensed - Client Service Associate Edelman Financial Engines Employee Review

1.0
16 July 2012
Recommend
CEO approval
Business outlook

Pros

-15 days Paid time off, 401k match 30% match on the first 10% employee contribution -Great work life balance (if you're paired with a respectful/courteous financial planner) -Firm offers you the opportunity to get licenses (series 6,7,63,65,66). Have to be licensed within one year anniversary (although I know people that are still at the firm without being licensed after 1 year) - Casual DressCode: No Suits/Ties required (unless for seminar events -Decent pay for a "secretary position" -Small firm, great training program for 2-4 weeks in Fairfax, VA

Cons

-Excessive Micromanagement by Client Service Managers/Supervisors run a big risk of ruining a truly great firm built by a great CEO (Ric Edelman) that truly wants to help the average investor -Something interesting I noticed, although its "Equal Opportunity Employer", Yet there is not a single Male individual in a supervisory/managerial role in the operations/client service department in the firm -"Open Door Policy" is promoted, however in reality anything that is said can and will be used against you even when the intention is for a positive change

Explore other reviews about Edelman Financial Engines

5.0
2 Dec 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Remote work from home office

Cons

Changes in upper management occur

1
avatar
Edelman Financial Engines Response
1mo
Thank you for sharing your feedback. We’re glad to hear you value the flexibility of our remote work environment and have had a positive overall experience. We recognize that leadership changes can bring uncertainty, and we appreciate your perspective as we continue working to maintain stability and clear communication. Thank you for being part of the team and taking the time to share your review.
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

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