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      Edelman Financial Engines

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      Edelman Financial Engines reviews

      Pretty Comfortable - Client Service Associate Edelman Financial Engines Employee Review

      4.0
      9 Sept 2021
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Work-life balance is good in that you’ll definitely have lull periods. Many more moderate days than overloaded days. Company is also switching to a model of having a dedicated remote CSA team cover CSA vacancies/extended vacations instead of asking remaining CSAs in the office to stretch themselves thin to cover. Dedicated managers are in place for CSAs rather than us being managed by our financial planners. This helps protect us from HR nightmares with planners (regarding pay, general treatment, and otherwise). Working in a branch location gives us nice separation from corporate bureaucracy. All the branches tend to manage themselves and if you have good people at your branch, you’re all set.

      Cons

      They struggle to fill vacancies and as a result hire a lot of people who aren’t talented. They then expect more skilled CSAs to be available to answer questions that are always coming from the same people. On a busy client day, it’s annoying to serve as an internal help desk. Salary could be higher but asking for raises isn’t an option right now since we’re owned by private equity and trying to grow. No real room for upward mobility unless you want to be a financial planner.

      avatar
      Edelman Financial Engines Response
      4y
      Thank you for taking the time to share your feedback with us, and we’re happy to hear that you’re enjoying some of the improvements we’ve made to the Client Service Associate role. If you’re looking for further growth opportunities, please reach out to your manager or your HRBP to talk about a potential development plan.

      Explore other reviews about Edelman Financial Engines

      5.0
      5 June 2026
      Financial advisor
      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
      Data engineer
      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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      Edelman Financial Engines reviewsEdelman Financial Engines Client Service Associate reviewsEdelman Financial Engines review