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Edelman Financial Engines

Engaged employer

Former CSA-Do not recommend working here. - CSA Edelman Financial Engines Employee Review

2.0
Mar 21, 2019
Recommend
CEO approval
Business outlook

Pros

What I enjoyed about this company was that there is work life balance. You go to work, work your shift and if you needed to go to a doctors appt or request a day off it was very easy as long as there was coverage. Also decent benefits. They also had little perks from time to time like free lunch.

Cons

Where do I start. 1. IF you are a CSA who isn’t located in the corporate office there isn’t much room for growth. 2. I was Physically threatened in the workplace but unfortunately nothing was done about it because the male employee was well liked. It’s very hard to contact someone in HR and management says you can talk to them but when you do nothing is done. 3. They definitely overwork you and try to get more bang for their buck. Instead of hiring more CSA’s they find a few CSA’s that are great at their job that don’t normally complain and give them work that should take like 3 CSA’s to do. 4. The division between planners and CSA’s was noticed. Planners go to their office and don’t even acknowledge CSA’s unless they needed something. Pretty much planners rule the company, at least the ones that do very well. 5. Out of now where they tell us our licenses won’t be sponsored anymore. The CEO at the time pretty much told us ‘ hey if you don’t like it then leave’ in a corporate call .. awesome way to build morale right !? I was Hired with the intention of being able to get more licenses and being able to further my career. At the end of the day this company only cares for themselves and not for the safety of their employees. Don’t trust management AT ALL!

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Edelman Financial Engines Response
7y
At Edelman Financial Engines the safety and well-being of our employees is a top priority. We have a zero tolerance policy relating to any form of harassment in the workplace. We expect every employee to feel comfortable immediately reporting any violation of this policy to their manager, HR Business Partner or to a member of our senior executive team. Our team members are focused on helping American families plan for their financial future and achieve their goals. We take great pride in our work -- and in our people. We are fully committed to ensuring that all of our employees feel valued and are recognized for their contributions.

Explore other reviews about Edelman Financial Engines

5.0
Dec 2, 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Remote work from home office

Cons

Changes in upper management occur

1
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Edelman Financial Engines Response
1mo
Thank you for sharing your feedback. We’re glad to hear you value the flexibility of our remote work environment and have had a positive overall experience. We recognize that leadership changes can bring uncertainty, and we appreciate your perspective as we continue working to maintain stability and clear communication. Thank you for being part of the team and taking the time to share your review.
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

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