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Edelman Financial Engines

Engaged Employer

Great Opportunity - Client Service Associate Edelman Financial Engines Employee Review

4.0
Jan 3, 2023
Recommend
CEO approval
Business Outlook

Pros

Great company. Good opportunities for growth. They could do better to compensate CSAs for the heavy workload. Great place to learn. There is room for advancement but you have to be patient, a lot of employees stay a long time. That is a good sign.

Cons

Since people stay a long time, it can be hard for certain roles to be available; particularly if you’re interested in becoming an advisor.

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

4.0
Jun 23, 2026
Recommend
CEO approval
Business Outlook

Pros

- Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

Cons

- Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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