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      Edelman Financial Engines

      Engaged Employer

      Edelman Financial Engines reviews

      Go elsewhere - CSA Edelman Financial Engines Employee Review

      2.0
      Aug 11, 2021
      Csa
      Recommend
      CEO approval
      Business Outlook

      Pros

      A few good planners left that actually know how to do their job... if you are lucky enough to work with one.

      Cons

      Stressful, overworked, underpaid, short staffed, you will do the job of the planner sometimes several planners as many have no clue on how to process things and this is enabled by management. Constant system issues. Lacking communication. Confused leadership. Management favors Planners and will do nothing about ongoing issues to correct behaviors that should never occur in the workplace. Work life balance is not a real option in this position as there is no flex schedule that other employers offer.

      avatar
      Edelman Financial Engines Response
      4y
      Thank you for sharing your feedback. While we’re disappointed that you aren’t enjoying your time at Edelman Financial Engines, we appreciate all that you do for our clients. We encourage you to reach out to your manager or HR business partner directly with feedback so they can help improve your experience here.

      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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