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Edelman Financial Engines

Engaged employer

Going downhill fast - Client Service Associate Edelman Financial Engines Employee Review

1.0
Jun 3, 2021
Recommend
CEO approval
Business outlook

Pros

PTO, nice co workers, sabbatical

Cons

If you are a CSA, expect to be 100% in the office at all times. However every other position in the firm has the luxury of working from home. Seems fair right? When management is approached about a rotating flexible schedule, they reply saying how that can be difficult and complicated to set up. Really? We are all grown adults, we are fully capable of setting up a rotating schedule. That reply from management is honestly disrespectful and insulting to our intelligence. We work from home for 15 months, get countless emails over how incredible the firm is doing. Then one day, boom back in the office for 40 hours. Incredibly disappointing. But hey, if it’s a nice day to go play golf, I’m sure the Financial Planners will walk right out the door while we CSA’s sit around waiting for someone to most likely not ring the doorbell.

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Edelman Financial Engines Response
4y
Thank you for sharing your experience with us. We understand that returning to the office can be difficult, which is why we’ve put a thoughtful plan in place for all employees. We encourage you to reach out to your manager or HR business partner, who can help you with your return.

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.

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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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