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      Edelman Financial Engines

      Engaged employer

      Edelman Financial Engines reviews

      Good culture, positive atmosphere - Investment Advisor Representative Edelman Financial Engines Employee Review

      4.0
      23 Aug 2019
      Investment advisor representative
      Recommend
      CEO approval
      Business outlook

      Pros

      Good culture, they make the effort to hire the right personalities Strong training, they have a long-term plan to show you how to connect with clients Respectable bonus structure if you're willing to put in the effort Nice workspace, occasional meals and gift cards You're expected to produce, but they make it as fun & positive as they can.

      Cons

      Very sales-oriented. Advice is more of a courtesy to clients while we're really probing for additional assets. Expectations tend to change constantly. Not always clear what our priorities are with metrics or how they're calculated. Seems like there is a sales contest every month. Mgmt started a monthly survey for feedback on our supervisors, and then canceled it after two months without explanation. Do you want feedback or not? Lots of calls are misrouted to us, and we're expected to try to sell advice to them anyway. Fix the phone trees so calls are routed properly.

      avatar
      Edelman Financial Engines Response
      6y
      Thank you for your feedback about your experience at Edelman Financial Engines. We’re happy to have you on our team as we help our clients move their financial lives forward. We always want your feedback and encourage you to share it with your manager, HR business partner, or reach out to HumanResources@edelmanfinancialengines.com. We want to make sure you have what you need to succeed and help our clients.

      Explore other reviews about Edelman Financial Engines

      5.0
      5 Jun 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

      4.0
      23 Jun 2026
      Data engineer
      Recommend
      CEO approval
      Business outlook

      Pros

      - Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

      Cons

      - Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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      Edelman Financial Engines reviewsEdelman Financial Engines Investment Advisor Representative reviewsEdelman Financial Engines review