employer cover photo
employer logo
employer logo

Edelman Financial Engines

Engaged employer

This place is a career killer - Anonymous employee Edelman Financial Engines Employee Review

1.0
Nov 29, 2017
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Could have said people at one point in time but now no pros, seriously, none.

Cons

Like I said above this place is a career killer. The tech stack is the most outdated in the Valley. Ever since Mutual Fund store execs got a more prominent seat at the table, the new faces in management cannot be trusted. The Mutual Fund gang is on a mission to transform Financial Engines' culture to their own which means FinTech to NoTech. If you are someone who cares about engineering, product and innovation then do yourself and your career a favor by staying far away from this place. No matter how much money these people throw at you simply stay away because you are going to be miserable once you come in.

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.

avatar
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.
See reviews by: Helpful|Rating|Date|All