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Edelman Financial Engines

Engaged employer

Great financial planner opportunities - Senior Vice President - Financial Planning Edelman Financial Engines Employee Review

5.0
20 Oct 2017
Recommend
CEO approval
Business outlook

Pros

If you are an experienced financial advisor and are sick of the constant prospecting and being put in the position of selling commission products, you should consider Financial Engines. Great benefits package, salary plus AUM fees, steady lead flow provided by firm, FeeOnly Fiduciary providing comprehensive, goals- based financial planning. Also has rapid growth so plenty of room for advancement.

Cons

A bit of corporate micromanaging but genuinely love my job.

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

4.0
23 June 2026
Recommend
CEO approval
Business outlook

Pros

- Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

Cons

- Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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