employer cover photo
employer logo
employer logo

Edelman Financial Engines

Engaged employer

If you love clients... dont apply - Client Services Manager Edelman Financial Engines Employee Review

2.0
31 Mar 2020
Recommend
CEO approval
Business outlook

Pros

Benefits are fair, pay is alright. Flex PTO is great

Cons

CSMs then demoted to CSAs had different tiered management that never made sense, nothing was congruent. I had a very good relationship with my advisors they were experienced and knowledgeable but with all of our buyouts thru the years, EFE basically completely separated our positions so the advisors weren't even my supervisors even though I worked in the same office. The culture changed to close the deal and move on to the next client whereas our office culture was to develop and maintain relationships with the clients. I watched inexperienced managers push my advisors around and the clients didnt matter. And if you want to leave as an advisor?? Good luck!! EFE will make every effort to destroy your career.

avatar
Edelman Financial Engines Response
6y
Thank you for your feedback about your experience at Edelman Financial Engines. As the largest Registered Investment Adviser in the industry, we currently serve more than 1.2 million clients and remain committed to helping hardworking families achieve their financial goals. As we’ve grown over the years and began to serve more clients, we’ve restructured our client-facing teams so that our Financial Planners can focus on developing deep relationships and continuing to deliver best-in-class service to our clients, in strong partnership with our Client Service team. Our employees are our greatest assets, and we support career growth for everyone. One of our main focuses for 2020 is to continue to create new professional development opportunities, so all employees can continue to grow their career at Edelman Financial Engines. We appreciate your feedback as it will help us continue to improve our employee and client experience.

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

See reviews by: Helpful|Rating|Date|All