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Edelman Financial Engines

Engaged employer

Great place to work but at the time of my employment hours were long and more employees were needed. - Executive Assistant Edelman Financial Engines Employee Review

5.0
Nov 6, 2011
Recommend
CEO approval
Business outlook

Pros

Salary was very good, benefits great, people in the trenches were competent and fun to work with. Holiday and PTO typical of most companies. The best part of working there was knowing you were helping folks to utilize financial benefits provided by their companies but never fully explained. The product is priceless and the results of using FE as my own 401k adviser during one of the worst economic downturns resulted in my being able to move and purchase a home with my 401k.

Cons

Some of the Senior Management group did not always seem up to the job they were hired for and misused funds in my opinion.

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

3.0
Mar 2, 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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