employer cover photo
employer logo
employer logo

Edelman Financial Engines

Engaged Employer

This is my first positive experience working in the financial services industry. (after many years and many companies) - Anonymous employee Edelman Financial Engines Employee Review

5.0
May 11, 2014
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

I love my job for the first time in my life. I've never experienced a culture like this and have worked for several big financial firms. No one is just a number here. You "make your own way" though. Like any job- you have to set yourself apart from those that just want to take home a paycheck. The bad reviews on here are most likely people that want to show up, do as little as possible, and get a big raise. This sense of entitlement can be found anywhere you look- the "I deserve something for nothing" crowd. Ric and Jean have built this company to be what it is today, and their open door policy is second to none! I speak from experience, and they do everything they can to make this the best place to work. The benefits and work-life balance are great. Getting promoted is up to you as an individual. The opportunities are available and yours for the taking!!

Cons

All successful companies have growing pains- we work through them.

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