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 8% 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 47 reviews)); "Benefits are great." ((in 42 reviews)); "Great culture and always innovating." ((in 35 reviews)); "Work life balance is good here" ((in 33 reviews)); "Decent pay and 20 paid days off in addition to market holidays." ((in 26 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)); "Layoffs are frequent." ((in 5 reviews)); "Old technology and aging platform." ((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 Edelman Financial Engines locations have received the highest employee ratings?

Boston , Santa Clara , Overland Park , Fairfax

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Edelman Financial Engines

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

3.0

Mar 17, 2026

Challenging time of transition

Marketing

Recommend

CEO approval

Business Outlook

Pros

Individual planners around the country are, for the most part, compassionate and knowledgeable people. My own team is supportive and positive. Good base pay (virtually no raise, however). Annual bonus.

Cons

Frequent changes in leadership lead one to wonder what is happening behind the scenes, constantly. No one can state clearly what our competitive edge is in the marketplace, which is a red flag.

Edelman Financial Engines Response

1mo

Thank you for taking the time to share this feedback. We’re glad to hear you value the support of your team and the dedication of our planners across the organization. We also recognize that periods of transition can be challenging, and we appreciate the candid perspective on communication, leadership changes, and clarity around our long-term strategy. Feedback like this is important as we continue to refine how we communicate priorities, invest in our people, and strengthen our direction as a firm.

1.0

Mar 11, 2026

Unclear chain of command & unprofessional communication

Client engagement specialist

Recommend

CEO approval

Business Outlook

Pros

Work from home & they prvide the computer system

Cons

Constant changes with no clear instruction on how to ahieve KPIs. Unprofessional in their way of communicating what your status is and how to achieve your goals.

Edelman Financial Engines Response

1mo

Thank you for sharing your experience. We recognize how important clear communication, consistent expectations, and strong leadership are to an employee’s success, especially in fast-paced, client-facing roles. While experiences can vary, we take feedback like this seriously and continue to focus on improving clarity around goals, performance expectations, and how leaders communicate with their teams. We appreciate you taking the time to share your perspective and wish you the best moving forward.

3.0

Mar 2, 2026

Balanced, credible, but High-volume, metrics-first environment with uneven leadership

Inbound investment advisor

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.

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.

Viewing 4 - 6 of 482 Reviews

Jobs at Edelman Financial Engines

Creative Director, Copy (Remote)

Indirect Procurement Director

Outbound Investment Advisor

Inbound Investment Advisor

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Edelman Financial Engines

Edelman Financial Engines reviews

Ratings by category

Ratings by demographic groups

Reviews by job title

Challenging time of transition

Unclear chain of command & unprofessional communication

Balanced, credible, but High-volume, metrics-first environment with uneven leadership

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Edelman Financial Engines reviews FAQs

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