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Edelman Financial Engines

Engaged Employer

Edelman Financial Engines reviews

3.1

51% would recommend to a friend

(109 total reviews)
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Ralph Haberli

29% approve of CEO

41% positive business outlook

Reviews by job title

109 reviews

Reviews about "Compensation"

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4.0
Oct 19, 2022

The Good and The Bad

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Fair bonuses and some kind people.

Cons

Inconsistent treatment of employees. There is a sliding scale of expectations depending on how close you are to the Executives or how well you can BS.

3.0
Oct 4, 2022
Recommend
CEO approval
Business Outlook

Pros

My manager is very easy to work with and is very supportive. There a good people inside this company who really do care about you as a person. Future career opportunities are there for those who want to become a Financial Planner, but need to have credentials (CFP,CRPC) with multiple years of experience to be considered. Other internal company opportunities are few and far between and you will have to play an internal political game to be considered for those roles / you will have to put yourself out there and take initiative on projects that give you interactions with upper management. This will result in more work being done with no extra pay in order to have a chance to move forward.

Cons

I think internal systems have some real kinks to be worked on. Some planners in the company have a tough time using said internal systems and the CSA becomes the “technological assistant”, which takes away from team efficiency. I think corporate / upper management tries to “white wash” everything with a cheesy “feel good” environment, while neglecting multiple problems. I like the direction Michael R is heading in client service with his subordinates, but the leaders for the other core business functions don’t seem to be rising to the challenges inside the company. The corporate culture is definitely interesting with virtual and branch in-office politics having very different dynamics.

Viewing 34 - 36 of 109 Reviews

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