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Edelman Financial Engines

Engaged employer

EFS - Client Service Associate Edelman Financial Engines Employee Review

5.0
Nov 15, 2017
Recommend
CEO approval
Business outlook

Pros

Incredibly nice people. Everyone is always extremely helpful and courteous. Periodically lots of small employee appreciation activities such as catered lunches. Easy to request PTO and lots of holidays. Paid full day off on your birthday, for example.

Cons

Limited upward mobility. There were ideas and some plans for a program that would allow current employees to make the transition to advisors, but did not look too promising.

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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