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 (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 54 reviews)); "Benefits are great." ((in 43 reviews)); "Great culture and always innovating." ((in 41 reviews)); "Good work life balance for all" ((in 34 reviews)); "Decent pay and 20 paid days off in addition to market holidays." ((in 26 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 17 reviews)); "Stuck with a bad manager for a while before they were finally fired." ((in 14 reviews)); "Upper management is clueless." ((in 9 reviews)); "In addition, there’s frequently mass layoffs, which brings morale and productivity down." ((in 6 reviews)); "Old technology and aging platform." ((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 , 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

Edelman Financial Engines reviews

3.3

48% would recommend to a friend

(484 total reviews)

Ralph Haberli

21% approve of CEO

44% positive business outlook

Ratings by demographic groups

Race / Ethnicity

Gender

Sexual orientation

Disability

Parent or family caregiver

Veteran status

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

4.0

Sep 21, 2021

Good company

Retirement specialist

Recommend

CEO approval

Business Outlook

Pros

Good salary. Open dialogue with direct manager. Ethical.

Cons

Not always rewarded for the work that you do.

Edelman Financial Engines Response

4y

Thank you for sharing your feedback with us! We’re happy to hear that you enjoyed your time at Edelman Financial Engines, and we’ll use your feedback to help us improve for the future.

4.0

Sep 16, 2021

Good Company

Investment advisor

Recommend

CEO approval

Business Outlook

Pros

Great work environment with people to work with. Philosophy of helping people plan for retirement feels good. Good pay Great path for those working towards CFP or financial planner

Cons

Growing pains for the company

Edelman Financial Engines Response

4y

Thank you for sharing your feedback with us and for living our mission! We’re happy to hear that you’re enjoying your time at Edelman Financial Engines. If there’s anything we can do it improve it, please reach out directly to your manager or HRBP.

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.

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 199 - 201 of 484 Reviews