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      Edelman Financial Engines

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      Edelman Financial Engines reviews

      A glorified call center - Investment Advisor Edelman Financial Engines Employee Review

      3.0
      Mar 27, 2024
      Investment advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      Good medical/vision/dental insurance. PTO is 20 days/year.

      Cons

      401k match is only 4%. Providing advice is an ancillary responsibility of the role. An advisor's real purpose is to generate leads for planners while minimizing the amount of money that rolls out the door as clients discover our investment strategy is essentially a Target Date Fund with a higher fee. Sales goals have increased drastically and management uses that as justification to deny raises/bonuses for those "not on track" after they've moved the goal posts.

      avatar
      Edelman Financial Engines Response
      2y
      Thank you for sharing your concerns. We would appreciate the opportunity to discuss the issue further. Please connect with HR so we can address your concerns directly.

      Explore other reviews about Edelman Financial Engines

      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

      3.0
      Mar 2, 2026
      Inbound investment advisor
      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.

      avatar
      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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