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Edelman Financial Engines

Engaged Employer

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

5.0
Jul 9, 2024
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

My professional journey started at Financial Engines in 2010 (prior to merger with Edelman), marking my initiation into the corporate world. Over the years, I have navigated through all the roles within my department, ultimately securing a position in management. While the nature of my work is fulfilling, it's the company's culture and people that have truly anchored me here. My tenure at EFE has been a period of significant professional growth and learning, and it has also gifted me with enduring friendships. I appreciate the open environment that encourages free expression without fear of backlash, and I feel recognized for my contributions. Despite recent layoffs, I remain confident about my role. It's evident that the company strives to balance the best interests of its employees and the organization. The benefits offered here are commendable, particularly the emphasis on work-life balance and the flexibility to take time off without apprehension. The opportunities presented to me at Edelman have been extraordinary, fostering a level of growth that surpasses what one typically expects from a job. This experience has been nothing short of transformative.

Cons

One of the downsides is that we are losing people with legacy knowledge.

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Edelman Financial Engines Response
1y
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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