Edelman Financial Engines reviews

Like I said above this place is a career killer. The tech stack is the most outdated in the Valley. Ever since Mutual Fund store execs got a more prominent seat at the table, the new faces in management cannot be trusted. The Mutual Fund gang is on a mission to transform Financial Engines' culture to their own which means FinTech to NoTech. If you are someone who cares about engineering, product and innovation then do yourself and your career a favor by staying far away from this place. No matter how much money these people throw at you simply stay away because you are going to be miserable once you come in.

As a former "investment advisor", my reasons for leaving was that the job itself had nothing to do with actually advising clients. The role is an inbound call center, where you take back to back calls from clients attempting to cancel their relationship, who most of the time didn't even knowingly sign up for the paid service, and your job is to stop them from cancelling. The company has hired numerous sales consultants, which has become the company culture, to help you psycho analyze clients in a 5 minute phone call in efforts to sell them on deepening their relationship with financial engines, and for a higher priced service. Client suitability means nothing, sales and retention mean everything. And management is forced to push that agenda as well, so every interaction at every point in the day revolves around how many sales you have for the day. Initial training wasn't a thing, a few days to learn the system then off you go. After over a year of working there, I was still never able to get an explanation of the methodology behind the advice I was supposed to be giving clients. This very often lead to awkward conversations with clients that were even half way investment savvy. PTO was a thing, but there were weeks of blocked off days due to not having enough "advisors" to man the phones. Lots of turnover. If you're interested in sitting in a cubicle all day, taking a 30 minute scheduled lunch, with break times scheduled for you as well, and cranking out phone calls where you act as part retention specialist/salesman, go for it.