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      Edelman Financial Engines

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      Edelman Financial Engines reviews

      If you love clients... dont apply - Client Services Manager Edelman Financial Engines Employee Review

      2.0
      Mar 31, 2020
      Client services manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Benefits are fair, pay is alright. Flex PTO is great

      Cons

      CSMs then demoted to CSAs had different tiered management that never made sense, nothing was congruent. I had a very good relationship with my advisors they were experienced and knowledgeable but with all of our buyouts thru the years, EFE basically completely separated our positions so the advisors weren't even my supervisors even though I worked in the same office. The culture changed to close the deal and move on to the next client whereas our office culture was to develop and maintain relationships with the clients. I watched inexperienced managers push my advisors around and the clients didnt matter. And if you want to leave as an advisor?? Good luck!! EFE will make every effort to destroy your career.

      avatar
      Edelman Financial Engines Response
      6y
      Thank you for your feedback about your experience at Edelman Financial Engines. As the largest Registered Investment Adviser in the industry, we currently serve more than 1.2 million clients and remain committed to helping hardworking families achieve their financial goals. As we’ve grown over the years and began to serve more clients, we’ve restructured our client-facing teams so that our Financial Planners can focus on developing deep relationships and continuing to deliver best-in-class service to our clients, in strong partnership with our Client Service team. Our employees are our greatest assets, and we support career growth for everyone. One of our main focuses for 2020 is to continue to create new professional development opportunities, so all employees can continue to grow their career at Edelman Financial Engines. We appreciate your feedback as it will help us continue to improve our employee and client experience.

      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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