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      Edelman Financial Engines

      Engaged employer

      Edelman Financial Engines reviews

      A Sinking Ship - Editorial Specialist Edelman Financial Engines Employee Review

      1.0
      23 Oct 2024
      Editorial specialist
      Recommend
      CEO approval
      Business outlook

      Pros

      Some nice people and decent benefits.

      Cons

      This company is a sinking ship that's laying off people left and right, haphazardly cutting and rearranging departments. When they laid me off, I received, without warning, an EMAIL on a random Tuesday, letting me know they couldn't afford to keep me on. I called my direct supervisor — to get some explanation, or hell, even a sincere "goodbye" — and she didn't pick up my call. She didn't return my messages. After two years of working remotely for them, they GHOSTED me. No explanation, not even the courtesy saying "Goodbye," or "Thanks for your hard work." Stay away from this company.

      avatar
      Edelman Financial Engines Response
      1y
      We're sorry to hear that you were not satisfied with your experience here at EFE. We appreciate you bringing this to our attention and will pass along the feedback to our team. Thank you.

      Explore other reviews about Edelman Financial Engines

      5.0
      5 Jun 2026
      Financial advisor
      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
      2 Mar 2026
      Inbound investment advisor
      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.

      avatar
      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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