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Edelman Financial Engines

Engaged Employer

Running Scared - Anonymous employee Edelman Financial Engines Employee Review

1.0
May 9, 2016
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

From the outside looking in everything looks great-nice office lay out in Sunnyvale and good location next to light rail-decent salary and perks- and appearance of intelligent people who work well together-

Cons

The WORST work environment ever-new ideas & new employees are harshly scrutinized and second guessed-makes you scared to open your mouth and makes you wish you never said anything or tried to improve anything. HR is no help at all. It is a very lonely and isolating work environment.They say they are desperate for new technology, better customer experience and employee programs but the executive committee and middle managers make it extremely difficult to get anything done...LOTS of forms to fill out and committees to impress if you want to present a new idea. Seems that the tedious "corporate strategy meetings" never end and nothing ever changes as a result. If you've got a good resume take your skills and good attitude and work somewhere else-

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5.0
Jun 5, 2026
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Pros

Great firm if you are in to sales

Cons

Very high fee and the clients are not happy

3.0
Mar 2, 2026
Recommend
CEO approval
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Pros

Pros Edelman provides strong exposure to retirement planning conversations and a fast-paced environment that builds customer service and communication skills quickly. The training and structure help you learn processes, systems, and compliance expectations. You get repetition with real client scenarios, and some teammates are genuinely supportive and knowledgeable.

Cons

The job can feel like a constant sprint. Metrics and monitoring often outweigh judgment and quality, and performance management can feel punitive rather than developmental. Leadership quality varies widely; the experience can depend heavily on your direct manager. Turnover and burnout felt common in the teams I observed.

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Edelman Financial Engines Response
1mo
Thank you for taking the time to share such detailed and balanced feedback. We’re glad to hear you found the training and early exposure to client conversations valuable, and that the structure helped build core skills. We also appreciate the candid perspective on workload, metrics, and leadership consistency. These are areas we continue to evaluate as we work to better balance performance expectations with sustainability, development, and a consistent management experience. Feedback like this is important in helping us strengthen how we support and coach our teams.
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