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Edelman Financial Engines

Engaged Employer

Good place to start, but look elsewhere if you have better options - Marketing Edelman Financial Engines Employee Review

2.0
Sep 20, 2024
Recommend
CEO approval
Business Outlook

Pros

Good benefits, with unlimited PTO, which you are encouraged to take. Great people! While there are limited resources and many teams are short staffed, because of this you will learn a lot!

Cons

As noted above, many teams are short and poorly staffed, which means work never gets done and you’ll wear many hats. The product and technology is also incredibly old. Many systems are being updated, but it’s taken years and will likely be pushed again. In addition, there’s frequently mass layoffs, which brings morale and productivity down. You never know when your name is going to be called. In addition most of the senior leadership is new and doesn’t appear to fully understand the business or it’s short term needs to achieve longterm success.

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Edelman Financial Engines Response
1y
We're sorry to hear that you were not satisfied with your work here at EFE. We appreciate you bringing this to our attention and will pass along the feedback to our team. Thank you.

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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