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Edelman Financial Engines

Engaged Employer

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

3.0
Jun 30, 2023
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

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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
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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
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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