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Edelman Financial Engines

Engaged employer

Not a bad place to work...but - Anonymous employee Edelman Financial Engines Employee Review

4.0
18 Dec 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Decent pay Benefits Mission Driven work

Cons

Inconsistent leadership strategy Turnover among planners Yearly layoffs in support roles Some roles don't have defined career paths

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Edelman Financial Engines Response
1mo
Thank you for taking the time to share your experience. We’re glad to hear you valued the mission-driven work, benefits, and compensation. We also appreciate the candid feedback regarding leadership consistency, turnover, and career path clarity. These are important areas of focus, and input like this helps inform how we continue working to strengthen leadership alignment, improve career development, and create clearer growth opportunities across roles.

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.
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