Does Edelman Financial Engines pay their employees well?

According to anonymously submitted Glassdoor reviews, Edelman Financial Engines employees rate their compensation and benefits as 3.3 out of 5. Find out more about salaries and benefits at Edelman Financial Engines. This rating has decreased by 5% over the last 12 months.

How satisfied are employees working at Edelman Financial Engines?

48% of Edelman Financial Engines employees would recommend working there to a friend based on Glassdoor reviews . Employees also rated Edelman Financial Engines 3.7 out of 5 for work life balance, 3.2 for culture and values and 3.0 for career opportunities.

What are the top reviewed jobs at Edelman Financial Engines?

Client Service Associate (38) , Investment Advisor (19) , Software Engineer (12) , Financial Advisor (11) , Investment Advisor Representative (11) , Senior Software Engineer (11) , Financial Planner (7) , CSA (6) , Executive Assistant (6) , Manager (6) , Client Services Manager (5) , Marketing (5) , CSA - Customer Service Associate (4) , Director (4) , Engineer (4)

What are the pros of working at Edelman Financial Engines according to real employee reviews?

"Great people and very smart." ((in 49 reviews)); "Benefits are great." ((in 46 reviews)); "Great culture and always innovating." ((in 40 reviews)); "The work life balance is good" ((in 32 reviews)); "Decent pay and 20 paid days off in addition to market holidays." ((in 24 reviews))

What are the cons of working at Edelman Financial Engines according to real employee reviews?

"Abusive senior leadership that chooses to engage in tirades." ((in 20 reviews)); "Stuck with a bad manager for a while before they were finally fired." ((in 14 reviews)); "Upper management is clueless." ((in 9 reviews)); "In addition, there’s frequently mass layoffs, which brings morale and productivity down." ((in 5 reviews)); "There’s no borrowing from future PTO like at many other companies, and god forbid you ask to work from home for a day like many others are able to." ((in 5 reviews))

What are employees saying about Edelman Financial Engines layoffs in 2026?

Explore Glassdoor’s employee reviews to understand what current and former employees are saying about Edelman Financial Engines layoffs and their outlook for job security at Edelman Financial Engines in 2026.

What Edelman Financial Engines locations have received the highest employee ratings?

Boston , Santa Clara , Overland Park , Fairfax

Edelman Financial Engines reviews

3.3

48% would recommend to a friend

(482 total reviews)

Ralph Haberli

22% approve of CEO

44% positive business outlook

Ratings by category

3.9

Diversity & inclusion

3.7

Work/Life balance

3.3

Compensation and benefits

3.2

Culture & values

3.0

Career opportunities

2.8

Senior management

Edelman Financial Engines has an employee rating of 3.3 out of 5 stars, based on 482 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Edelman Financial Engines employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

Ratings by demographic groups

Race / Ethnicity

Gender

Sexual orientation

Disability

Parent or family caregiver

Veteran status

Reviews by job title

482 reviews

1.0

Feb 6, 2025

A literal sinking ship…

Outside sales representative

Recommend

CEO approval

Business Outlook

Pros

Great benefits Hybrid work model even though remote would be just fine Good company culture

Cons

The Phoenix Office is heavily micromanaged by the directors. We make 400 to 500 calls a day and get only 2-5 potential clients. The best leads seem to go to the favorites. We can only set appointments 14 days out now and that’s pretty hard to do with the lack of CFP’s available. Please be wary if you are interested in a job here. It’s not all rainbows and unicorns here.

Edelman Financial Engines Response

1y

We’re sorry to hear about your experiences at work. We’re dedicated to creating a positive and supportive environment for all our colleagues, so please reach out to our HR team so we can discuss your concerns in detail.

1.0

Nov 20, 2024

Good for industry basics, leave after

Client service associate

Recommend

CEO approval

Business Outlook

Pros

You can learn the ropes of the industry, but company is rapidly losing market share to competitors. This is a non innovative firm, that does not live up to promises. Management constantly skates to where the puck was, not where the puck is going, while telling their employees that are skating to where the puck is going. The lack of responsibility for poor management decisions, and doubling down on said poor decisions, while telling your employees “it’s all good” is asinine. Learn your basics and leave to a firm that provides clear growth, exposure to presenting to clients, and opportunities to grow your own book of business, etc. Client service associates are paper pushers. Don’t buy the hype of possible career growth, or do so at your own career detriment . Don’t listen to their hype of “warm leads”… Example of poor company management: Internal financial planning tool, don’t listen to the company / manager hype. Third party providers have 10x better solutions for financial planning software. Second example: TED tool. It’s not hard to figure out which blend of taxable / qualified assets to draw in retirement? Acting like this is an earth scattering solution, while closing the company eyes to worthwhile financial planning solutions is pure insanity. Will they pivot from these tools? No… they have made too large of an investment to pivot. The Barron’s “top RIA” is nothing more than a marketing play. Do not believe any hype, or do so at your own risk.

Cons

No career growth No solid lead flow No strong differentiators compared to industry leaders Poor management Ask yourself- why are so many financial planners leaving the firm? How this firm obtains clients with over 1M of assets is beyond me. Way better RIA offerings in the marketplace. Learn the basics then leave, do not burn multiple years here. This will not be your life long firm although others will tell you otherwise. Beware of the trap of “drinking the EFE koolaid”. Ask yourself why EFE, the largest RIA, not on a single referral platform from Schwab, Fidelity, ETC? It’s not that EFE wouldn’t love to be on those channels… EFE does not have a strong enough offering to be included.

Edelman Financial Engines Response

1y

Thank you for sharing and we’re sorry to hear about your experiences at work. We’re dedicated to creating a positive and supportive environment for all our colleagues, so please reach out to our HR team so we can discuss your concerns in detail.

5.0

Oct 29, 2024

Great for Remote Work

Principal product manager

Recommend

CEO approval

Business Outlook

Pros

Work 100% remote and have the support of all within EFE. Great co-workers and benefits.

Cons

Although working remote is a benefit, it has it's down side and that is not having a way to meet with co-workers in a large setting annually. This would help to build networks.

Edelman Financial Engines Response

1y

Thank you for sharing! We appreciate your continued contributions to our team and value the personal insight into your work experience here.

Viewing 37 - 39 of 482 Reviews

Jobs at Edelman Financial Engines

Client Service Associate

Indirect Procurement Director

Client Service Associate

Client Service Associate

Client Service Associate