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      Edelman Financial Engines

      Engaged Employer

      Edelman Financial Engines reviews

      3.3

      48% would recommend to a friend

      (484 total reviews)
      avatar

      Ralph Haberli

      21% approve of CEO

      44% positive business outlook

      Ratings by demographic groups

      Edelman Financial Engines has an employee rating of 3.3 out of 5 stars, based on 484 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

      484 reviews
      3.0
      May 20, 2022

      It’s ok

      Event planner
      Recommend
      CEO approval
      Business Outlook

      Pros

      5 year sabbatical and snacks

      Cons

      Upper management and marketing team a mess

      3.0
      Mar 16, 2022

      Mounting Concerns

      It specialist
      Recommend
      CEO approval
      Business Outlook

      Pros

      Good tech stack Kind coworkers Not bad pay Benefits

      Cons

      Edelman has been a place I have enjoyed working for the past several years however recently we have noticed a lot of our employees are going to Mercer Advisors. Not sure why this is happening but almost 10 people have gone there just this year with more on their way out. I am concerned about the company going forward if we keep loosing valuable players

      4.0
      Sep 9, 2021

      Pretty Comfortable

      Client service associate
      Recommend
      CEO approval
      Business Outlook

      Pros

      Work-life balance is good in that you’ll definitely have lull periods. Many more moderate days than overloaded days. Company is also switching to a model of having a dedicated remote CSA team cover CSA vacancies/extended vacations instead of asking remaining CSAs in the office to stretch themselves thin to cover. Dedicated managers are in place for CSAs rather than us being managed by our financial planners. This helps protect us from HR nightmares with planners (regarding pay, general treatment, and otherwise). Working in a branch location gives us nice separation from corporate bureaucracy. All the branches tend to manage themselves and if you have good people at your branch, you’re all set.

      Cons

      They struggle to fill vacancies and as a result hire a lot of people who aren’t talented. They then expect more skilled CSAs to be available to answer questions that are always coming from the same people. On a busy client day, it’s annoying to serve as an internal help desk. Salary could be higher but asking for raises isn’t an option right now since we’re owned by private equity and trying to grow. No real room for upward mobility unless you want to be a financial planner.

      avatar
      Edelman Financial Engines Response
      4y
      Thank you for taking the time to share your feedback with us, and we’re happy to hear that you’re enjoying some of the improvements we’ve made to the Client Service Associate role. If you’re looking for further growth opportunities, please reach out to your manager or your HRBP to talk about a potential development plan.
      Viewing 94 - 96 of 484 Reviews
      Related searches: Edelman Financial Engines jobs | Edelman Financial Engines salaries | Edelman Financial Engines benefits | Edelman Financial Engines interviews
      ReviewsEdelman Financial Engines reviews

      Glassdoor has 516 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.