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Edelman Financial Engines

Engaged employer

Good for the most part - Client Serivice Associate Edelman Financial Engines Employee Review

4.0
21 Aug 2025
Recommend
CEO approval
Business outlook

Pros

The best part is the hybrid schedule

Cons

Theres no real room for promotion unless you apply for a planner training but its not guaranteed you'll even get into the program. They dangle a carrot of promotions but nothing ever happens. Don't even get me started on the planners... they're the worst. Know nothing and never want to talk to their own clients.

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Edelman Financial Engines Response
1mo
Thank you for taking the time to share your experience. We’re glad to hear you valued the hybrid schedule and some aspects of your time with the team. We also recognize the importance of clear, equitable career paths, fair recognition, and advancement opportunities for all roles. Feedback like this is taken seriously, and we continue working to strengthen development opportunities, transparency around growth, and consistency across teams. We appreciate your candor and the contributions you made during your time with us.

Explore other reviews about Edelman Financial Engines

5.0
5 Jun 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
2 Mar 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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