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Edelman Financial Engines

Engaged employer

Solid Entry Level Job - Investment Advisor Representative Edelman Financial Engines Employee Review

5.0
8 Aug 2019
Recommend
CEO approval
Business outlook

Pros

PTO, work life balance, great atmosphere, love the management at all levels, lots of coaching from supervisor, promotes from within with lots of upward mobility potential, company as a whole has great values & really cares about the clients, everyone works together even though the environment is competitive, healthcare is good

Cons

Lower salary than my coworkers (may be due to my limited experience) sales are a big part of the job, high expectations, dealing with angry/upset clients,

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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