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Edelman Financial Engines

Engaged employer

Great company, but not for everyone - Client Service Associate Edelman Financial Engines Employee Review

4.0
11 Feb 2019
Recommend
CEO approval
Business outlook

Pros

Fantastic training Great mentoring from advisors (biggest value the firm offers) Great benefits Great place to grow professionally at the beginning of your career Tons of opportunity to advance if you are not trying to become an advisor They give you the time and resources needed to obtain professional designations

Cons

Lack of opportunity for those looking to move into an advisory role Inconsistent attempts at creating development programs Manager turnover is HIGH Cultural separation between advisory and service positions is high

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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