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Edelman Financial Engines

Engaged Employer

Stay away - Client Service Associate Edelman Financial Engines Employee Review

1.0
Sep 3, 2021
Recommend
CEO approval
Business Outlook

Pros

Pay was decent but got robbed on bonuses

Cons

Management is horribly unorganized. Training is awful. Their systems are constantly changing so there is no good way to become efficient and then you get thrown under the bus when you aren't. There are about 5 different system's they work with that all do different things and they don't talk to each other. Nothing is streamlined. Makes a CA's job 10x more challenging, needlessly. And the CA is always wrong even if they are working with an FA that is known problem....maybe they need to be reflective on who the common denominator is instead of taking the easy way out and blaming the CA..

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Edelman Financial Engines Response
4y
Thank you for sharing your feedback with us. We’re disappointed to hear that you didn’t enjoy your time at Edelman Financial Engines, but we thank you for all that you did for your clients while you were here.

Explore other reviews about Edelman Financial Engines

5.0
Jun 5, 2026
Recommend
CEO approval
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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.

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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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