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      Edelman Financial Engines

      Engaged employer

      Edelman Financial Engines reviews

      Great transition to Edelman Financial - Client Service Associate Edelman Financial Engines Employee Review

      5.0
      7 May 2014
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Edelman spends a lot of time and energy maintaining its family culture which goes a long way. There is great support for both personal and professional growth without being fake or contrived. Compared to other firms I've worked for the atmosphere is not stressful. Great pay and benefits. Major commitment to educating clients and outstanding client service. Generous benefits and time off policies from day one.

      Cons

      There is a lot to learn although working with just one planner helps.

      Explore other reviews about Edelman Financial Engines

      5.0
      2 Dec 2025
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Remote work from home office

      Cons

      Changes in upper management occur

      1
      avatar
      Edelman Financial Engines Response
      1mo
      Thank you for sharing your feedback. We’re glad to hear you value the flexibility of our remote work environment and have had a positive overall experience. We recognize that leadership changes can bring uncertainty, and we appreciate your perspective as we continue working to maintain stability and clear communication. Thank you for being part of the team and taking the time to share your review.
      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

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