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Edelman Financial Engines

Engaged employer

Great Firm for Financial Planners - Anonymous employee Edelman Financial Engines Employee Review

2.0
Aug 1, 2016
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great investment philosophy and client centric focus. If you're a Financial Planner, great place to work. The celebrations and culture are appreciated by staff.

Cons

Environment of paranoia due to sneaky upper management. Exec levels have no direction or ability to lead the organization. Drifting away from core culture the Ric and Jean built without appropriate change management.

Explore other reviews about Edelman Financial Engines

5.0
Jun 5, 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

4.0
Jun 23, 2026
Recommend
CEO approval
Business outlook

Pros

- Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

Cons

- Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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