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      Edelman Financial Engines

      Engaged employer

      Edelman Financial Engines reviews

      Don't work here-First, I heard about the verbal abuse. Then, I witnessed it. Lastly,.. It happened to me. - Client Service Associate Edelman Financial Engines Employee Review

      1.0
      8 Jan 2019
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      The CSA stick together and help one another. If you just graduated and need a job. Don't stay long.

      Cons

      First, I heard about the verbal abuse. Then, I witnessed it. Lastly,.. It happened to me. If you are looking to be underpaid and overworked this is the place for you. They will tell you that you will support one adviser and you will end up supporting 2 or 3. The salary is 30k below the market. They will not hold your Series 7 & 63 licenses. The Advisors and Management mistreat the women. Now, I understand why the girl before me quit after a couple months! Sadly,an employee told me being yelled at and mistreated was part of the job.

      avatar
      Edelman Financial Engines Response
      7y
      At Edelman Financial Engines the safety and well-being of our employees is a top priority. We have a zero tolerance policy relating to any form of harassment in the workplace. We expect every employee to feel comfortable immediately reporting any violation of this policy to their manager, HR Business Partner or to a member of our senior executive team. Our team members are focused on helping American families plan for their financial future and achieve their goals. We take great pride in our work -- and in our people. We are fully committed to ensuring that all of our employees feel valued and are recognized for their contributions.

      Explore other reviews about Edelman Financial Engines

      5.0
      5 June 2026
      Financial advisor
      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
      Inbound investment advisor
      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.

      avatar
      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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