employer cover photo
employer logo
employer logo

Edelman Financial Engines

Engaged employer

Is the Engine Running Out Of Gas? - Anonymous employee Edelman Financial Engines Employee Review

3.0
1 Nov 2014
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

The company continues to be a fast growing firm that is continually expanding it's customer and sponsor client base. They have done and are doing great things for the average investor. The culture is an "aggressive" sales culture where you sink or swim within the first 90 days. Resources and tools available to employees are adequate

Cons

Senior management expresses the desire to listen to employee feedback but when feedback is provided it is often ignored. Many of the mid level marketing managers are not knowledgable about the actual operations of a financial services business and the business is very silo orientated with minimal coordination between departments. Company went on a hiring binge for marketing and customer experience staff but has mostly overlooked advisors.

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