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Edelman Financial Engines

Engaged employer

Worked in Boston -- Great place to work with good pay in Sales - Sales Edelman Financial Engines Employee Review

5.0
Oct 27, 2014
Recommend
CEO approval
Business outlook

Pros

I worked in Sales and highly respected upper management. Great group with a great work environment. Unfortunately they were running out of prospects due to the fact we were only competitive in the Jumbo market. Very good pay with great work/life balance. Understood people have family's

Cons

Company wont build a product for the Mid - Markets. The way the offering is set up it is only competitive in the Jumbo market. Office culture was very positive with great people

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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