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      Edelman Financial Engines

      Engaged Employer

      Edelman Financial Engines reviews

      Great benefits but terrible management - Client Service Associate Edelman Financial Engines Employee Review

      3.0
      Jun 30, 2023
      Client service associate
      Recommend
      CEO approval
      Business Outlook

      Pros

      - PTO - Holiday pay - 401k

      Cons

      - Management is incompetent - The planning teams are not a priority for the private equity firm - CSA is one of the worst roles at this company and a lot of my co-workers are under-qualified and annoying to work around - CSA is one of the only roles that is not fully remote

      avatar
      Edelman Financial Engines Response
      2y
      We’re sorry to hear about your experiences at work. We’re dedicated to creating a positive and supportive environment for all our colleagues, so please reach out to our HR team so we can discuss your concerns in detail.

      Explore other reviews about Edelman Financial Engines

      5.0
      Dec 2, 2025
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Remote work from home office

      Cons

      Changes in upper management occur

      1
      avatar
      Edelman Financial Engines Response
      1mo
      Thank you for sharing your feedback. We’re glad to hear you value the flexibility of our remote work environment and have had a positive overall experience. We recognize that leadership changes can bring uncertainty, and we appreciate your perspective as we continue working to maintain stability and clear communication. Thank you for being part of the team and taking the time to share your review.
      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

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