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Edelman Financial Engines

Engaged employer

Advisor - Financial Advisor Edelman Financial Engines Employee Review

2.0
Dec 7, 2018
Recommend
CEO approval
Business outlook

Pros

Decent pay and benefits if you are desperate for employment. Provides professional management for retirement assets regardless of the size of the account.

Cons

Toxic culture and leadership since the company merged with The Mutual Fund Store. Company does not have the leadership, tools, or resources to keep up with the large financial institutions like Schwab and Fidelity. There is no work life balance. They don't care if you have a family.

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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