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      Edelman Financial Engines

      Engaged Employer

      Edelman Financial Engines reviews

      Let's see if EFE can pull this off. - Anonymous employee Edelman Financial Engines Employee Review

      3.0
      Apr 28, 2019
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Decent salary. Unlimited PTO. Ample work-life balance and work-from-home opportunities. A mission most people can get behind. Mostly nice people.

      Cons

      Only one lousy health insurance option, unless you're in Sunnyvale. No unified culture. Each office is its own little nation. Bad integration plan. Typical blue-skying executive committee that is all insincere optimism. New P/E owners have ridic expectations. Planners/advisors are not the cream of the crop. No strategic alliances with CPAs, trust attorneys, etc to be that fully holistic provider EFE claims to be. Cult of personality.

      avatar
      Edelman Financial Engines Response
      7y
      We appreciate your feedback regarding your experience working at Edelman Financial Engines. We are always striving to offer benefits that align with our employee needs and create a working environment for each employee that reflects our core values. Your input will help us improve that culture across all of our offices. At Edelman Financial Engines, we’re on an exciting journey and appreciate the contributions of all our employees as we continue to transform our business and help more hard working American families plan for their financial future.

      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

      4.0
      Jun 23, 2026
      Data engineer
      Recommend
      CEO approval
      Business Outlook

      Pros

      - Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

      Cons

      - Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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