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Edelman Financial Engines

Engaged Employer

Edelman Financial Engines reviews

3.1

51% would recommend to a friend

(109 total reviews)
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Ralph Haberli

29% approve of CEO

41% positive business outlook

Reviews by job title

109 reviews

Reviews about "Compensation"

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4.0
Feb 7, 2018

Making a difference for real people

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

- Making retirement real for the rest of the 99% of Americans - Leadership is trying hard to unify all locations to one unified company - Management actually cares about their people - Salary on the higher side - Great office perks like free drinks, snacks and coffee

Cons

- Sometimes is difficult booking a conference room

2.0
Dec 8, 2017

Challenging times ahead

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Good benefits. Unlimited PTO policy. Nice office space across all locations. Has some big name clients like AT&T, IBM, Microsoft, etc. and enjoys a strong reputation with employers. Still one of the good guys in an industry where people will do anything to get more commission.

Cons

Definitely not the company it was under former CEO Jeff Mag. Has been steadily losing out to competition. Leadership in most departments is completely missing. There are innovations in small pockets within the company but most of that is ground up and happens mainly during hackathons. The company lacks personality and a true north star. They paid a lot of money to acquire Mutual Fund Store in the hopes of having a retail offering but that hasn't been that much of a success. In general it is hard to make out where the company is headed over the next 5 years.

5.0
Oct 20, 2017
Recommend
CEO approval
Business Outlook

Pros

If you are an experienced financial advisor and are sick of the constant prospecting and being put in the position of selling commission products, you should consider Financial Engines. Great benefits package, salary plus AUM fees, steady lead flow provided by firm, FeeOnly Fiduciary providing comprehensive, goals- based financial planning. Also has rapid growth so plenty of room for advancement.

Cons

A bit of corporate micromanaging but genuinely love my job.

Viewing 73 - 75 of 109 Reviews

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