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Edelman Financial Engines

Engaged Employer

Edelman Financial Engines reviews

3.3

48% would recommend to a friend

(484 total reviews)
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Ralph Haberli

21% approve of CEO

44% positive business outlook

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
2.0
Mar 31, 2020
Recommend
CEO approval
Business Outlook

Pros

Benefits are fair, pay is alright. Flex PTO is great

Cons

CSMs then demoted to CSAs had different tiered management that never made sense, nothing was congruent. I had a very good relationship with my advisors they were experienced and knowledgeable but with all of our buyouts thru the years, EFE basically completely separated our positions so the advisors weren't even my supervisors even though I worked in the same office. The culture changed to close the deal and move on to the next client whereas our office culture was to develop and maintain relationships with the clients. I watched inexperienced managers push my advisors around and the clients didnt matter. And if you want to leave as an advisor?? Good luck!! EFE will make every effort to destroy your career.

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Edelman Financial Engines Response
6y
Thank you for your feedback about your experience at Edelman Financial Engines. As the largest Registered Investment Adviser in the industry, we currently serve more than 1.2 million clients and remain committed to helping hardworking families achieve their financial goals. As we’ve grown over the years and began to serve more clients, we’ve restructured our client-facing teams so that our Financial Planners can focus on developing deep relationships and continuing to deliver best-in-class service to our clients, in strong partnership with our Client Service team. Our employees are our greatest assets, and we support career growth for everyone. One of our main focuses for 2020 is to continue to create new professional development opportunities, so all employees can continue to grow their career at Edelman Financial Engines. We appreciate your feedback as it will help us continue to improve our employee and client experience.
5.0
Mar 19, 2020
Recommend
CEO approval
Business Outlook

Pros

i Love my job, very great

Cons

There are no cons that I can think of

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Edelman Financial Engines Response
6y
Thank you for your feedback about your experience at Edelman Financial Engines! We’re happy to hear that you love your job, because we’re happy to have you on our team!
4.0
Feb 23, 2020

Great place to work

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Love the work culture, great leadership team!!

Cons

Nothing specific to report at the moment.

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Edelman Financial Engines Response
6y
Thank you for your feedback about your experience at Edelman Financial Engines. We’re thrilled that you’ve enjoyed the last three years you’ve spent building your career with us, and we’re happy to have you on our team!
Viewing 262 - 264 of 484 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.