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Edelman Financial Engines

Engaged employer

Full of nice, intelligent people - Anonymous employee Edelman Financial Engines Employee Review

5.0
26 Jan 2011
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

While I met some of the smartest people in the corporate world here, environment is very collegial and not cut-throat. There are many Stanford/Berkeley phds, and ex-stanford professors in investment management. The environment is very academic and encourages learning. People work hard but make time to help others. Health/vacation benefits are great. The recreation room is also great. Free beverages (sodas, sparkling water, etc.) and breakfast/snack foods.

Cons

Salary is a bit below industry.

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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