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Edelman Financial Engines

Engaged Employer

Decent - Investment Advisor Edelman Financial Engines Employee Review

3.0
Feb 23, 2023
Recommend
CEO approval
Business Outlook

Pros

Inbound calls and Outbound calls, a good start to build skills with planning and discussing investments with clients

Cons

Low salary, not a good fiduciary, they don't holistically plan like they say the do, outside accounts don't update properly if client isn't logging in consistently, thus holistic advice is not accurate as a result. Adding private equity will also slowly erode the company from the inside.

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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