Edelman Financial Engines

Reviews voor Edelman Financial Engines

Update. Just left for a new job. - werkgeversreview Financial Adviser bij Edelman Financial Engines

2,0

17 mei 2024

Financial adviser

Aanbevelen

Goedkeuring directeur

Zakelijk vooruitzicht

Pluspunten

Good place to get feet wet in the industry. Use this company as a place to get started then jump off after three years.

Minpunten

Advancement is gone. No one knows what is going on. All the talented people are leaving to go be actual planner and current planners are jumping off to other firms to be actually paid for the work they do. Company has no direction any more. Upper management is clueless. We have issues with advisers giving fraudulent advice but no actions are being taken. There is an inherent conflict of interest despite fiduciary status. Goal is to get people to planners weather or no it makes sense. They put the standards intentionally unrealistically high so keep from paying the highest bonus payout. People who bring in the most money are not compensated. It's not the same company anymore. Don't know why they even keep the name. In less than three years it went from one of the best companies in the industry to a joke.

Reactie van Edelman Financial Engines

Thank you for bringing this to our attention. We will be addressing your concerns with our team and we hope you’ll give us the opportunity to work with you again in the future.

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5,0

5 jun 2026

Financial advisor

Aanbevelen

Goedkeuring directeur

Zakelijk vooruitzicht

Pluspunten

Great firm if you are in to sales

Minpunten

Very high fee and the clients are not happy

3,0

2 mrt 2026

Inbound investment advisor

Aanbevelen

Goedkeuring directeur

Zakelijk vooruitzicht

Pluspunten

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.

Minpunten

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.

Reactie van Edelman Financial Engines

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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