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Edelman Financial Engines

Engaged employer

Rearranging deck chairs on the Titanic - Anonymous employee Edelman Financial Engines Employee Review

2.0
17 Jun 2015
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Nice people, improving tech stack, decent pay, more realistic calculation of bonuses vs last year

Cons

While "sinking ship" might be too strong, the company's growth has definitely slowed and morale is terrible. After six months of concerted efforts to improve "employee engagement", that score has actually fallen as measured by the HR survey. The worst score for the past few years revolves around senior management. No one really believes they have a plan. They seem to just bumble along relying on luck rather than strategy. Meanwhile they cut our bonuses in half and give themselves raises. The disconnect between rank and file employees and senior management is profound. No one above Director level seems to understand how bad it is. The company is hiring, but I don't know many people who would recommend coming here. I'm actively looking for a new role myself, so how could I ask a friend to come over?

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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