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Edelman Financial Engines

Engaged employer

A glorified call center - Investment Advisor Edelman Financial Engines Employee Review

3.0
Mar 27, 2024
Recommend
CEO approval
Business outlook

Pros

Good medical/vision/dental insurance. PTO is 20 days/year.

Cons

401k match is only 4%. Providing advice is an ancillary responsibility of the role. An advisor's real purpose is to generate leads for planners while minimizing the amount of money that rolls out the door as clients discover our investment strategy is essentially a Target Date Fund with a higher fee. Sales goals have increased drastically and management uses that as justification to deny raises/bonuses for those "not on track" after they've moved the goal posts.

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Edelman Financial Engines Response
2y
Thank you for sharing your concerns. We would appreciate the opportunity to discuss the issue further. Please connect with HR so we can address your concerns directly.

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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