employer cover photo
employer logo
employer logo

Edelman Financial Engines

Engaged Employer

Great mission, but consistently overcommitted - Anonymous employee Edelman Financial Engines Employee Review

1.0
Sep 11, 2010
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The mission of the company is very inspiring. Financial Engines provides top-notch investment advice to thousands of people for a fraction of the price typically charged by investment advisors. Employees are passionate and unified in this mission.

Cons

The executive management team consistently overcommits which results in people being stretched too thin. This leads to mistakes and re-work and ultimately slows things down. Morale is also down because people are burnt out.

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