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Edelman Financial Engines

Engaged employer

Investment Advisor - Investment Advisor Edelman Financial Engines Employee Review

4.0
27 Jan 2021
Recommend
CEO approval
Business outlook

Pros

Working in a team environment. Opportunity to speak with many clients with different situations.

Cons

Call center work environment. Must adhere to handle times, etc.

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Edelman Financial Engines Response
5y
Thank you for sharing your experience with us, and thank you for all that you do to support each of our clients’ needs! If there is anything that would improve your expereince at Edelman Financial Engines and the way you work, we encourage you to reach out to your manager, HR business partner or HumanResources@edelmanfinancialengines.com.

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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