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Edelman Financial Engines

Engaged Employer

Great place to work! - Anonymous employee Edelman Financial Engines Employee Review

5.0
Jan 29, 2024
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

At Edelman, you write your own story! In my 4 years here at Edelman, I have heard countless stories of colleagues starting in an entry level role and working their way up into Director level positions and above! The people! EFE is truly unlike any other financial services company due in large part to the people who want to see you be successful and are always willing and eager to help you reach your goals.

Cons

Uncertainty due to change in Senior Leadership.

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Edelman Financial Engines Response
2y
We’re thrilled to have you as a colleague! Your enthusiasm and dedication make a difference in our workplace, and we’re excited to continue supporting your growth and development.

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.

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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.
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