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Edelman Financial Engines

Engaged Employer

Edelman Financial Engines reviews

3.3

48% would recommend to a friend

(482 total reviews)
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Ralph Haberli

22% approve of CEO

44% positive business outlook

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).

Reviews by job title

482 reviews
1.0
Jul 16, 2012
Recommend
CEO approval
Business Outlook

Pros

-15 days Paid time off, 401k match 30% match on the first 10% employee contribution -Great work life balance (if you're paired with a respectful/courteous financial planner) -Firm offers you the opportunity to get licenses (series 6,7,63,65,66). Have to be licensed within one year anniversary (although I know people that are still at the firm without being licensed after 1 year) - Casual DressCode: No Suits/Ties required (unless for seminar events -Decent pay for a "secretary position" -Small firm, great training program for 2-4 weeks in Fairfax, VA

Cons

-Excessive Micromanagement by Client Service Managers/Supervisors run a big risk of ruining a truly great firm built by a great CEO (Ric Edelman) that truly wants to help the average investor -Something interesting I noticed, although its "Equal Opportunity Employer", Yet there is not a single Male individual in a supervisory/managerial role in the operations/client service department in the firm -"Open Door Policy" is promoted, however in reality anything that is said can and will be used against you even when the intention is for a positive change

3.0
Nov 8, 2016

Good and Bad

Recommend
CEO approval
Business Outlook

Pros

-There was a great two week training in the beginning of my tenure, this was great to learn the systems (as there are many). -The health benefits are alright. -The founders of the company are very nice

Cons

- Lack of procedures..very outdated procedures...no communication about procedures...as a BD/RIA this scares me, your employees cannot operate effectively or efficiently without these! - No procedure or policy is uniform across the company even though you are told this in training. - CSA supervisors! They do not seem to know much about the work CSA's do, hard to go to them with questions, do not usually know the answer or unable to help you and pass you off to a department. They do not advocate for you when there's an issue within your team. They seem to only care if you've done your time sheet correctly. We are now told they will no longer be there for us if we have questions and that they want us to go directly to the departments. - CSA's have to rely on each other for support and questions. - Lack of flexibility with schedules, planners can have flexibility, not others. This causes your PTO to be used up quickly and no time for an actual vacation. - No ability or flexibility to work from home, just for planners. Life happens and other companies allow for this in the area, why not us? - A BIG difference in culture from the home office and branch offices, they're not the same. Again, the procedures are so DISORGANIZED, NOT streamlined, you get different responses from different people on how to get things done...this makes doing our job that much harder!

2.0
Jan 23, 2023

Not good

Recommend
CEO approval
Business Outlook

Pros

Good Management and free food

Cons

Bad salary and micro management

Viewing 457 - 459 of 482 Reviews

Glassdoor has 514 Edelman Financial Engines reviews submitted anonymously by Edelman Financial Engines employees. Read employee reviews and ratings on Glassdoor to decide if Edelman Financial Engines is right for you.