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Edelman Financial Engines

Engaged employer

Positive - Financial Advisor Edelman Financial Engines Employee Review

4.0
6 Apr 2020
Recommend
CEO approval
Business outlook

Pros

Flexibility, Environment, Multicultural, Salary, Reliability

Cons

There are no cons that I'm aware of

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Edelman Financial Engines Response
6y
Thank you for your feedback about working at Edelman Financial Engines! We’re happy to hear you enjoy working here, and we’re even happier to have you on our team!

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

3.0
2 Mar 2026
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.

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Edelman Financial Engines Response
4w
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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