employer cover photo
employer logo
employer logo

Edelman Financial Engines

Engaged Employer

Former CSA-Do not recommend working here. - CSA Edelman Financial Engines Employee Review

2.0
Mar 21, 2019
Recommend
CEO approval
Business Outlook

Pros

What I enjoyed about this company was that there is work life balance. You go to work, work your shift and if you needed to go to a doctors appt or request a day off it was very easy as long as there was coverage. Also decent benefits. They also had little perks from time to time like free lunch.

Cons

Where do I start. 1. IF you are a CSA who isn’t located in the corporate office there isn’t much room for growth. 2. I was Physically threatened in the workplace but unfortunately nothing was done about it because the male employee was well liked. It’s very hard to contact someone in HR and management says you can talk to them but when you do nothing is done. 3. They definitely overwork you and try to get more bang for their buck. Instead of hiring more CSA’s they find a few CSA’s that are great at their job that don’t normally complain and give them work that should take like 3 CSA’s to do. 4. The division between planners and CSA’s was noticed. Planners go to their office and don’t even acknowledge CSA’s unless they needed something. Pretty much planners rule the company, at least the ones that do very well. 5. Out of now where they tell us our licenses won’t be sponsored anymore. The CEO at the time pretty much told us ‘ hey if you don’t like it then leave’ in a corporate call .. awesome way to build morale right !? I was Hired with the intention of being able to get more licenses and being able to further my career. At the end of the day this company only cares for themselves and not for the safety of their employees. Don’t trust management AT ALL!

avatar
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
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

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.

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.
See reviews by: Helpful|Rating|Date|All