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Edelman Financial Engines

Engaged Employer

Perfect fit for those looking to become part of a small, successful company on the upswing - Anonymous employee Edelman Financial Engines Employee Review

4.0
Feb 16, 2013
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The employees are fantastic people. It's always nice to work with people you get along with, but there's something even cooler about my co-workers. I've spent time at both of the big offices, Richmond and Fairfax, after beginning my time at one of the satellite branches in Northern VA. Aside from the people being great, the company treats it's employees very well - benefits are above average, salary is higher than most other brokerage firms, and the understanding Edelman has about its employees' personal lives is one I wish all companies would adapt. Very family-oriented atmosphere. I think Ric has done a wonderful job creating a culture that is fun to work in, but also one that has clear goals for advancement and growth.

Cons

Smaller companies are obviously less well-known throughout the industry, so when looking to advance your career after Edelman, it could be tough to convey how much hands-on work and knowledge you attained from the company if the potential employer isn't familiar with Edelman's businesses model.

Explore other reviews about Edelman Financial Engines

5.0
Jun 5, 2026
Recommend
CEO approval
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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
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.

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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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