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Edelman Financial Engines

Engaged employer

Not a job in investments, everything revolves around sales! - Investment Advisor Representative Edelman Financial Engines Employee Review

2.0
Sep 22, 2017
Recommend
CEO approval
Business outlook

Pros

Just like everyone else lists, free snacks? Company truly wants to be a fiduciary deep down, just needs some adjusting.

Cons

As a former "investment advisor", my reasons for leaving was that the job itself had nothing to do with actually advising clients. The role is an inbound call center, where you take back to back calls from clients attempting to cancel their relationship, who most of the time didn't even knowingly sign up for the paid service, and your job is to stop them from cancelling. The company has hired numerous sales consultants, which has become the company culture, to help you psycho analyze clients in a 5 minute phone call in efforts to sell them on deepening their relationship with financial engines, and for a higher priced service. Client suitability means nothing, sales and retention mean everything. And management is forced to push that agenda as well, so every interaction at every point in the day revolves around how many sales you have for the day. Initial training wasn't a thing, a few days to learn the system then off you go. After over a year of working there, I was still never able to get an explanation of the methodology behind the advice I was supposed to be giving clients. This very often lead to awkward conversations with clients that were even half way investment savvy. PTO was a thing, but there were weeks of blocked off days due to not having enough "advisors" to man the phones. Lots of turnover. If you're interested in sitting in a cubicle all day, taking a 30 minute scheduled lunch, with break times scheduled for you as well, and cranking out phone calls where you act as part retention specialist/salesman, go for it.

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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