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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
      Feb 20, 2020

      Lots of changes

      Executive assistant
      Recommend
      CEO approval
      Business Outlook

      Pros

      Very relaxed dress code, (I knew the execs had an important meeting when they wore socks) frequent company lunches, random celebrations such as ice cream on the first day of summer.

      Cons

      Silo city. I had no idea what the other departments did. While that (apparently) wasn't necessary to do my job, it was frustrating not to have the big picture.

      avatar
      Edelman Financial Engines Response
      6y
      Thank you for your feedback about your experience at Edelman Financial Engines. We’re happy to hear you enjoyed our local office offerings and took the time to step away from your desk to celebrate successes with your colleagues. We couldn’t agree more that all employees should have an understanding of our company strategy and priorities, so one of our 2020 commitments to our employees is to share regular updates on our progress against our priorities so all employees understand how their work ladders up and supports the overall company goals.
      3.0
      Sep 17, 2019

      Review

      Engineer
      Recommend
      CEO approval
      Business Outlook

      Pros

      Ok for Growth and UI forums

      Cons

      No clear strategy on the management side

      avatar
      Edelman Financial Engines Response
      6y
      Thank you for your feedback about your experience at Edelman Financial Engines. We’re happy you saw growth potential at the company because we’re committed to helping our employees grow their long-lasting careers with us as we continue on our exciting new journey.
      4.0
      Aug 23, 2019

      Good culture, positive atmosphere

      Investment advisor representative
      Recommend
      CEO approval
      Business Outlook

      Pros

      Good culture, they make the effort to hire the right personalities Strong training, they have a long-term plan to show you how to connect with clients Respectable bonus structure if you're willing to put in the effort Nice workspace, occasional meals and gift cards You're expected to produce, but they make it as fun & positive as they can.

      Cons

      Very sales-oriented. Advice is more of a courtesy to clients while we're really probing for additional assets. Expectations tend to change constantly. Not always clear what our priorities are with metrics or how they're calculated. Seems like there is a sales contest every month. Mgmt started a monthly survey for feedback on our supervisors, and then canceled it after two months without explanation. Do you want feedback or not? Lots of calls are misrouted to us, and we're expected to try to sell advice to them anyway. Fix the phone trees so calls are routed properly.

      avatar
      Edelman Financial Engines Response
      6y
      Thank you for your feedback about your experience at Edelman Financial Engines. We’re happy to have you on our team as we help our clients move their financial lives forward. We always want your feedback and encourage you to share it with your manager, HR business partner, or reach out to HumanResources@edelmanfinancialengines.com. We want to make sure you have what you need to succeed and help our clients.
      Viewing 265 - 267 of 484 Reviews
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      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.