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      Edelman Financial Engines

      Engaged Employer

      Edelman Financial Engines reviews

      The worst experience of my 35+ year professional career. - Anonymous employee Edelman Financial Engines Employee Review

      1.0
      Sep 7, 2020
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Initially it seemed to be a great company but a few months after starting I started to see some major red flags and breakdowns. This company is owned by a private equity firm. Multiple acquisitions in a short amount of time bringing together VERY diverse companies. The culture is ridiculously disjointed and contentious. Oh wait....these are the pros. They have food in the office and alcohol. The office was 5 minutes from my house.

      Cons

      This was, hands down, the WORST professional experience of my 35+ year career. If you want to join a company that has good, honest leadership, strong principles and clear direction this is NOT the company! Run away far and fast. If you have no other options...take your chances.

      avatar
      Edelman Financial Engines Response
      5y
      Thank you for sharing your personal experience working at Edelman Financial Engines. Millions of hardworking people turn to us as a trusted advisor. Our incredibly dedicated team of diverse individuals have helped us become the best and largest RIA firm in the industry. We’re incredibly proud of our team, our mission to help millions of people who don’t have millions, our values and commitment to each other. We strive to attract and retain the very best people in the business. While we’re disappointed to learn you didn’t enjoy your experience as a member of our team, we wish you continued success and growth in your career and thank you for the contributions you made during your time with us!

      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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