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      Edelman Financial Engines

      Engaged Employer

      Edelman Financial Engines reviews

      The marketing department is broken - Anonymous employee Edelman Financial Engines Employee Review

      1.0
      Mar 31, 2018
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      - Mission drive: the organization really believes in helping people with their money - Paid maternity and paternity leave - Staff gets Fridays off before Memorial Day and Labor Day as well as their birthdays

      Cons

      - Founder still involved and regularly makes unreasonable demands on the marketing department. - The marketing department's culture is broken: Deadlines are unrealistic and bad actors within the department drive down morale.

      avatar
      Edelman Financial Engines Response
      8y
      Given how critical the Marketing team’s role is to our collective success and how important a positive working environment is for your individual success, I sincerely thank you for taking the time to help us improve. In an effort to better understand your feedback and make adjustments as needed, I invite you to speak with our new Chief Marketing Officer, Letha Steffey, and me in-person regarding your experience. However, if you prefer to remain anonymous (which I hope you won’t), I understand and thank you again for your feedback and for giving us insight into how we can improve.

      Explore other reviews about Edelman Financial Engines

      5.0
      Jun 5, 2026
      Financial advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great firm if you are in to sales

      Cons

      Very high fee and the clients are not happy

      3.0
      Mar 2, 2026
      Inbound investment advisor
      Recommend
      CEO approval
      Business Outlook

      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.

      avatar
      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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