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

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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 27, 2024

A glorified call center

Investment advisor

Recommend

CEO approval

Business Outlook

Pros

Good medical/vision/dental insurance. PTO is 20 days/year.

Cons

401k match is only 4%. Providing advice is an ancillary responsibility of the role. An advisor's real purpose is to generate leads for planners while minimizing the amount of money that rolls out the door as clients discover our investment strategy is essentially a Target Date Fund with a higher fee. Sales goals have increased drastically and management uses that as justification to deny raises/bonuses for those "not on track" after they've moved the goal posts.

Edelman Financial Engines Response

Thank you for sharing your concerns. We would appreciate the opportunity to discuss the issue further. Please connect with HR so we can address your concerns directly.

2.0

Mar 24, 2024

EFE to Personal Capital?

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Most of the individuals you will work with are amazing people

Cons

Strategy and vision has been lost after EFE was taken private Expect annual reorgs and slightly differently worded business goals as executives come and go Silos very much exist

2.0

Mar 21, 2024

Manager

Recommend

CEO approval

Business Outlook

Pros

The work life balance is good

Cons

There are a lot of reorganizations. Layoffs are frequent.

Edelman Financial Engines Response

Thank you for sharing your experience. We take this feedback seriously and will address the issue internally.

Viewing 73 - 75 of 482 Reviews

Jobs at Edelman Financial Engines

Creative Director, Copy (Remote)

Client Service Associate

Outbound Investment Advisor

Inbound Investment Advisor

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Reviews by job title

A glorified call center

EFE to Personal Capital?

Manager

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