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 55 reviews)); "Benefits are great." ((in 43 reviews)); "Great culture and always innovating." ((in 40 reviews)); "Work life balance is good here" ((in 27 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 18 reviews)); "Stuck with a bad manager for a while before they were finally fired." ((in 15 reviews)); "Upper management is clueless." ((in 9 reviews)); "Lots of layoffs, leadership can be shaky at times." ((in 7 reviews)); "401k match is low for the industry (3% if you contribute 6%)" ((in 4 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 are the top reviewed Edelman Financial Engines locations?

Phoenix , Sunnyvale , Boston , Fairfax , Santa Clara , Palo Alto , Overland Park , Washington , Dallas , Los Angeles , San Jose , St. George , Chicago , Alexandria , Kansas City , New York , Charlotte , San Francisco , Fort Lauderdale , Miami , Saint George , Jersey City , Paramus , Birmingham , Louisa , Richmond , Arlington , Ashburn , Springfield , Arizona City

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

2.0

Aug 4, 2021

Unfortunate

Director of financial planning

Recommend

CEO approval

Business Outlook

Pros

Helping clients solve problems and achieve their goals is the best part of the job.

Cons

The management team has weaknesses. Those in charge don't seem to know how to execute their stated initiatives. There have been countless missteps with continued promises that things will get better. Long-term staff is demoralized and those that haven't been forced out are beginning to depart voluntarily.

Edelman Financial Engines Response

4y

Thank you for sharing your feedback and thank you for all that you do to support our clients. We encourage you to share your concerns directly with your manager or HR business partner so they can help improve your experience at Edelman Financial Engines.

2.0

Mar 31, 2020

If you love clients... dont apply

Client services manager

Recommend

CEO approval

Business Outlook

Pros

Benefits are fair, pay is alright. Flex PTO is great

Cons

CSMs then demoted to CSAs had different tiered management that never made sense, nothing was congruent. I had a very good relationship with my advisors they were experienced and knowledgeable but with all of our buyouts thru the years, EFE basically completely separated our positions so the advisors weren't even my supervisors even though I worked in the same office. The culture changed to close the deal and move on to the next client whereas our office culture was to develop and maintain relationships with the clients. I watched inexperienced managers push my advisors around and the clients didnt matter. And if you want to leave as an advisor?? Good luck!! EFE will make every effort to destroy your career.

Edelman Financial Engines Response

6y

Thank you for your feedback about your experience at Edelman Financial Engines. As the largest Registered Investment Adviser in the industry, we currently serve more than 1.2 million clients and remain committed to helping hardworking families achieve their financial goals. As we’ve grown over the years and began to serve more clients, we’ve restructured our client-facing teams so that our Financial Planners can focus on developing deep relationships and continuing to deliver best-in-class service to our clients, in strong partnership with our Client Service team. Our employees are our greatest assets, and we support career growth for everyone. One of our main focuses for 2020 is to continue to create new professional development opportunities, so all employees can continue to grow their career at Edelman Financial Engines. We appreciate your feedback as it will help us continue to improve our employee and client experience.

1.0

Aug 18, 2019

Sad to see a once good Company, go down hill.

Former hardworking employee

Recommend

CEO approval

Business Outlook

Pros

The Pay is decent, but still under Market. Medical and Paid Leave have always been respectible.

Cons

As a former employee, who left on my own free will, I can't help but laugh when reading most of these Possitive comments, especially out of Arizona. If you are looking to work within the Corporate Office in Sunnyvale or out of Boston, you may have a chance to love what you do and respect the Management. However, stay clear of the Toxic Management out of Arizona. It is sad to see so many great employees leave while the Terrible Controlling MicroManagers stick. Something has to give and hopefully soon for those still employed.

Edelman Financial Engines Response

6y

Thank you for your feedback about your experience at Edelman Financial Engines. We’re committed to creating a culture that reflects our values and a healthy work environment for our employees across all our locations. We appreciate your insight as it will help us make continuous improvements as we stay focused on attracting top talent to join us on our exciting new journey.

Viewing 40 - 42 of 482 Reviews

Jobs at Edelman Financial Engines

Creative Director, Copy (Remote)

Client Service Associate

Outbound Investment Advisor

Client Service Associate