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      Edelman Financial Engines

      Engaged Employer

      Edelman Financial Engines reviews

      3.4

      55% would recommend to a friend

      (485 total reviews)
      avatar

      Ralph Haberli

      35% approve of CEO

      44% positive business outlook

      Ratings by category

      4.0

      Diversity & inclusion

      3.8

      Work/Life balance

      3.4

      Culture & values

      3.4

      Compensation and benefits

      3.1

      Career opportunities

      2.9

      Senior management

      Edelman Financial Engines has an employee rating of 3.4 out of 5 stars, based on 485 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Edelman Financial Engines employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

      Ratings by demographic groups

      Reviews by job title

      485 reviews
      5.0
      Oct 5, 2022

      Salary

      Csa - client service associate
      Recommend
      CEO approval
      Business Outlook

      Pros

      They value work life balance, very flexible and understanding.

      Cons

      Planners many times are confused about roles but senior management guides them well

      3.0
      Oct 4, 2022

      Figuring out it’s path as a company

      Client service associate
      Recommend
      CEO approval
      Business Outlook

      Pros

      My manager is very easy to work with and is very supportive. There a good people inside this company who really do care about you as a person. Future career opportunities are there for those who want to become a Financial Planner, but need to have credentials (CFP,CRPC) with multiple years of experience to be considered. Other internal company opportunities are few and far between and you will have to play an internal political game to be considered for those roles / you will have to put yourself out there and take initiative on projects that give you interactions with upper management. This will result in more work being done with no extra pay in order to have a chance to move forward.

      Cons

      I think internal systems have some real kinks to be worked on. Some planners in the company have a tough time using said internal systems and the CSA becomes the “technological assistant”, which takes away from team efficiency. I think corporate / upper management tries to “white wash” everything with a cheesy “feel good” environment, while neglecting multiple problems. I like the direction Michael R is heading in client service with his subordinates, but the leaders for the other core business functions don’t seem to be rising to the challenges inside the company. The corporate culture is definitely interesting with virtual and branch in-office politics having very different dynamics.

      5.0
      Sep 23, 2022

      Good company with growth opportunities

      Audio producer
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great culture, client-focused, does the right thing.

      Cons

      Very large corporation, so you have to deal with lots of baggage. Growth can be hampered by the ups-and-downs of the stock market.

      Viewing 148 - 150 of 485 Reviews
      Related searches: Edelman Financial Engines jobs | Edelman Financial Engines salaries | Edelman Financial Engines benefits | Edelman Financial Engines interviews
      ReviewsEdelman Financial Engines reviews

      Glassdoor has 517 Edelman Financial Engines reviews submitted anonymously by Edelman Financial Engines employees. Read employee reviews and ratings on Glassdoor to decide if Edelman Financial Engines is right for you.