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      Edelman Financial Engines

      Engaged employer

      Edelman Financial Engines reviews

      One of the best places to work in the Bay Area - Software Development Manager Edelman Financial Engines Employee Review

      4.0
      Jun 16, 2008
      Software development manager
      Recommend
      CEO approval
      Business outlook

      Pros

      It is one of the most employee friendly companies that I have worked for. This is shown by the fact that there th average tenure of folks in the Software Development Team is 8 years. The management is really open and communicates very effectively with the employees. The company has a very generous PTO plan with all the standard benefits and 401(K) plan with company match. Also the company has been paying really good bonus for the last few years (yes in this economy!!) The office in Palo Alto also has a game room with Big Screen TV, Wii, Pin ball machine, snooker table & Foosball. Plus we have free soda, juices etc. Hey it's no google, but combined with the work life balance and the benefits I think it is a great place to work.

      Cons

      We are constantly fighting fires in the Software Development side. There is never a lull period where we can work on good projects. I guess this is the issue with smaller companies where we give in to customer demands always.

      Explore other reviews about Edelman Financial Engines

      5.0
      Jun 5, 2026
      Financial advisor
      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
      Inbound investment advisor
      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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