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Edelman Financial Engines

Engaged employer

Great Company that rewards hard work - Anonymous employee Edelman Financial Engines Employee Review

5.0
21 May 2014
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Edelman has been nothing but a positive experience for me having been here for over five years. They've given me the opportunity to learn many facets of the RIA business, which is very different than my previous experience at a larger firm, where I had a very specific job function, and little exposure to departments outside of my own. They cultivate an environment where I feel comfortable approaching just about anyone- regardless of his or her title- with questions or advice. It's very much a roll up your sleeves and dive in environment, so if you are of the "it's not my job" mindset, then it's probably not the place for you. I've worked hard, asked questions, and taken on the challenges I've been given even if they are a little outside of my normal role, and have been rewarded for doing so. I am not in the home office, but with our many means of communication, I have been able to build strong relationships throughout the firm and across many departments.

Cons

We are still working on how to go from a small firm to a large firm, preserving our culture but being realistic with our approach.

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
1mo
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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