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Edelman Financial Engines

Engaged employer

Senior Manager - Senior Manager Edelman Financial Engines Employee Review

2.0
30 Jun 2015
Recommend
CEO approval
Business outlook

Pros

Good pay, good benefits, good company stock grants and company stock performance. Work with a lot of driven people and provide a very valuable advisory service that helps a ton of people with their retirement needs. Strong morals, good ethics, and extremely focused on doing what is best for the client.

Cons

Virtually no work-life balance - the company offers free drinks, snacks, and foods which is great, but you don't actually have time to eat or drink any of them. Not a place to work if you have a family and want to see them - lots of mandatory overtime and working on weekends. Managers are expected to manage a team of people, manage the business, and manage multiple projects. Very low employee morale and employee engagement - employee turnover is high as a result.

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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