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Edelman Financial Engines

Engaged employer

Challenging times ahead - Anonymous employee Edelman Financial Engines Employee Review

2.0
8 Dec 2017
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Good benefits. Unlimited PTO policy. Nice office space across all locations. Has some big name clients like AT&T, IBM, Microsoft, etc. and enjoys a strong reputation with employers. Still one of the good guys in an industry where people will do anything to get more commission.

Cons

Definitely not the company it was under former CEO Jeff Mag. Has been steadily losing out to competition. Leadership in most departments is completely missing. There are innovations in small pockets within the company but most of that is ground up and happens mainly during hackathons. The company lacks personality and a true north star. They paid a lot of money to acquire Mutual Fund Store in the hopes of having a retail offering but that hasn't been that much of a success. In general it is hard to make out where the company is headed over the next 5 years.

Explore other reviews about Edelman Financial Engines

5.0
5 Jun 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
2 Mar 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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