Does Edelman Financial Engines pay their employees well?

According to anonymously submitted Glassdoor reviews, Edelman Financial Engines employees rate their compensation and benefits as 3.4 out of 5. Find out more about salaries and benefits at Edelman Financial Engines. This rating has decreased by 6% over the last 12 months.

How satisfied are employees working at Edelman Financial Engines?

55% of Edelman Financial Engines employees would recommend working there to a friend based on Glassdoor reviews . Employees also rated Edelman Financial Engines 3.8 out of 5 for work life balance, 3.4 for culture and values and 3.1 for career opportunities.

What are the top reviewed jobs at Edelman Financial Engines?

Client Service Associate (39) , 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 51 reviews)); "Benefits are great." ((in 47 reviews)); "Great culture and always innovating." ((in 39 reviews)); "Good work life balance for all" ((in 32 reviews)); "Interesting work, great product, team" ((in 12 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)); "I had 4 managers in 13 months, their lousy phone system going down/disconnecting on clients only impacts you (not your target), getting pulled on inbound support to maintain contract compliance re: hold times." ((in 15 reviews)); "Upper management is clueless." ((in 9 reviews)); "Salary less than market rate" ((in 9 reviews)); "Layoffs are frequent." ((in 7 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 , Los Angeles , Dallas , San Jose , Miami , St. George , Chicago , Alexandria , Kansas City , New York , Charlotte , San Francisco , Fort Lauderdale , Saint George , Jersey City , Paramus , Birmingham , Louisa , Richmond , Arlington , Ashburn , Springfield , Arizona City

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Edelman Financial Engines

Edelman Financial Engines reviews

3.4

55% would recommend to a friend

(109 total reviews)

Ralph Haberli

35% approve of CEO

44% positive business outlook

Ratings by category

4.0

Diversity & inclusion

3.8

Work/Life balance

3.4

Culture & values

3.4

Compensation and benefits

3.1

Career opportunities

2.9

Senior management

Ratings by demographic groups

Race / Ethnicity

Gender

Sexual orientation

Disability

Parent or family caregiver

Veteran status

Reviews by job title

109 reviews

Reviews about "Compensation"

Return to all reviews

5.0

Aug 8, 2019

Solid Entry Level Job

Investment advisor representative

Recommend

CEO approval

Business Outlook

Pros

PTO, work life balance, great atmosphere, love the management at all levels, lots of coaching from supervisor, promotes from within with lots of upward mobility potential, company as a whole has great values & really cares about the clients, everyone works together even though the environment is competitive, healthcare is good

Cons

Lower salary than my coworkers (may be due to my limited experience) sales are a big part of the job, high expectations, dealing with angry/upset clients,

5.0

Jun 27, 2019

It's been awesome!

Digital lead coordinator

Recommend

CEO approval

Business Outlook

Pros

- Management works with your schedule - 4%, fully vested 401k match from Day 1. - Great compensation. - Culture focus of doing what's best for the client and for coworkers. - Opportunities that come with being an expanding industry leader.

Cons

- Can feel monotonous at times.

3.0

Apr 28, 2019

Let's see if EFE can pull this off.

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Decent salary. Unlimited PTO. Ample work-life balance and work-from-home opportunities. A mission most people can get behind. Mostly nice people.

Cons

Only one lousy health insurance option, unless you're in Sunnyvale. No unified culture. Each office is its own little nation. Bad integration plan. Typical blue-skying executive committee that is all insincere optimism. New P/E owners have ridic expectations. Planners/advisors are not the cream of the crop. No strategic alliances with CPAs, trust attorneys, etc to be that fully holistic provider EFE claims to be. Cult of personality.

Edelman Financial Engines Response

We appreciate your feedback regarding your experience working at Edelman Financial Engines. We are always striving to offer benefits that align with our employee needs and create a working environment for each employee that reflects our core values. Your input will help us improve that culture across all of our offices. At Edelman Financial Engines, we’re on an exciting journey and appreciate the contributions of all our employees as we continue to transform our business and help more hard working American families plan for their financial future.

Viewing 64 - 66 of 109 Reviews

Jobs at Edelman Financial Engines

Senior Financial Planner (New Client Development)

Client Service Associate

Client Service Associate

Client Service Associate

Inbound Investment Advisor

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Solid Entry Level Job

It's been awesome!

Let's see if EFE can pull this off.

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