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Edelman Financial Engines

Engaged Employer

Don't work here-First, I heard about the verbal abuse. Then, I witnessed it. Lastly,.. It happened to me. - Client Service Associate Edelman Financial Engines Employee Review

1.0
Jan 8, 2019
Recommend
CEO approval
Business Outlook

Pros

The CSA stick together and help one another. If you just graduated and need a job. Don't stay long.

Cons

First, I heard about the verbal abuse. Then, I witnessed it. Lastly,.. It happened to me. If you are looking to be underpaid and overworked this is the place for you. They will tell you that you will support one adviser and you will end up supporting 2 or 3. The salary is 30k below the market. They will not hold your Series 7 & 63 licenses. The Advisors and Management mistreat the women. Now, I understand why the girl before me quit after a couple months! Sadly,an employee told me being yelled at and mistreated was part of the job.

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Edelman Financial Engines Response
7y
At Edelman Financial Engines the safety and well-being of our employees is a top priority. We have a zero tolerance policy relating to any form of harassment in the workplace. We expect every employee to feel comfortable immediately reporting any violation of this policy to their manager, HR Business Partner or to a member of our senior executive team. Our team members are focused on helping American families plan for their financial future and achieve their goals. We take great pride in our work -- and in our people. We are fully committed to ensuring that all of our employees feel valued and are recognized for their contributions.

Explore other reviews about Edelman Financial Engines

5.0
Dec 2, 2025
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Remote work from home office

Cons

Changes in upper management occur

1
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Edelman Financial Engines Response
1mo
Thank you for sharing your feedback. We’re glad to hear you value the flexibility of our remote work environment and have had a positive overall experience. We recognize that leadership changes can bring uncertainty, and we appreciate your perspective as we continue working to maintain stability and clear communication. Thank you for being part of the team and taking the time to share your review.
5.0
Jun 5, 2026
Recommend
CEO approval
Business Outlook

Pros

Great firm if you are in to sales

Cons

Very high fee and the clients are not happy

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