employer cover photo
employer logo
employer logo

Edelman Financial Engines

Engaged employer

Great mission. Focus customer benefits. Lots of new strategic initiatives to focus on employee engagement - Staff Engineer Edelman Financial Engines Employee Review

5.0
12 Aug 2014
Recommend
CEO approval
Business outlook

Pros

1. Great company mission. One of the very very few financial services company that actually want to do good for the individuals. Helping them retire with peace. 2. Good strategic changes to focus company strategy on customers and constantly improving customer experience. 3. Lots of initiative to modernize the technology stack. 4. Value the employees and focus on empowering and engaging employees.

Cons

1. Lots of legacy code 2. Numerous legal implications and rigorous approval process slow down the speed of development. 3. Not very competitive compensation. 4. No free lunch.

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.

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.
See reviews by: Helpful|Rating|Date|All