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Edelman Financial Engines

Engaged Employer

Edelman Financial Engines reviews

3.4

55% would recommend to a friend

(486 total reviews)
avatar

Ralph Haberli

35% approve of CEO

44% positive business outlook

Edelman Financial Engines has an employee rating of 3.4 out of 5 stars, based on 486 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).

Reviews by job title

486 reviews
3.0
Apr 28, 2019

Let's see if EFE can pull this off.

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Decent salary. Unlimited PTO. Ample work-life balance and work-from-home opportunities. A mission most people can get behind. Mostly nice people.

Cons

Only one lousy health insurance option, unless you're in Sunnyvale. No unified culture. Each office is its own little nation. Bad integration plan. Typical blue-skying executive committee that is all insincere optimism. New P/E owners have ridic expectations. Planners/advisors are not the cream of the crop. No strategic alliances with CPAs, trust attorneys, etc to be that fully holistic provider EFE claims to be. Cult of personality.

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Edelman Financial Engines Response
7y
We appreciate your feedback regarding your experience working at Edelman Financial Engines. We are always striving to offer benefits that align with our employee needs and create a working environment for each employee that reflects our core values. Your input will help us improve that culture across all of our offices. At Edelman Financial Engines, we’re on an exciting journey and appreciate the contributions of all our employees as we continue to transform our business and help more hard working American families plan for their financial future.
3.0
Apr 3, 2019
Recommend
CEO approval
Business Outlook

Pros

Great corporate culture - lots of fun activities for employees. Understands the concept of work/life balance. Benefits were pretty good, considering the company size. Funky offices with quiet spots to get away from your cube if you needed to.

Cons

Managers make stupid decisions that are more political than based on an employee's worth. Financial Engines merged with a cult of personality in Edelman Financial Engines (i.e., Ric Edelman).

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Edelman Financial Engines Response
7y
At Edelman Financial Engines, we’re always striving to create a working environment for each employee that reflects our core values to help each other and do the right thing. Your input will help us continue to improve our manager training and performance evaluation processes in the future.
2.0
Mar 21, 2019

Former CSA-Do not recommend working here.

Recommend
CEO approval
Business Outlook

Pros

What I enjoyed about this company was that there is work life balance. You go to work, work your shift and if you needed to go to a doctors appt or request a day off it was very easy as long as there was coverage. Also decent benefits. They also had little perks from time to time like free lunch.

Cons

Where do I start. 1. IF you are a CSA who isn’t located in the corporate office there isn’t much room for growth. 2. I was Physically threatened in the workplace but unfortunately nothing was done about it because the male employee was well liked. It’s very hard to contact someone in HR and management says you can talk to them but when you do nothing is done. 3. They definitely overwork you and try to get more bang for their buck. Instead of hiring more CSA’s they find a few CSA’s that are great at their job that don’t normally complain and give them work that should take like 3 CSA’s to do. 4. The division between planners and CSA’s was noticed. Planners go to their office and don’t even acknowledge CSA’s unless they needed something. Pretty much planners rule the company, at least the ones that do very well. 5. Out of now where they tell us our licenses won’t be sponsored anymore. The CEO at the time pretty much told us ‘ hey if you don’t like it then leave’ in a corporate call .. awesome way to build morale right !? I was Hired with the intention of being able to get more licenses and being able to further my career. At the end of the day this company only cares for themselves and not for the safety of their employees. Don’t trust management AT ALL!

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Edelman Financial Engines Response
7y
At Edelman Financial Engines the safety and well-being of our employees is a top priority. We have a zero tolerance policy relating to any form of harassment in the workplace. We expect every employee to feel comfortable immediately reporting any violation of this policy to their manager, HR Business Partner or to a member of our senior executive team. Our team members are focused on helping American families plan for their financial future and achieve their goals. We take great pride in our work -- and in our people. We are fully committed to ensuring that all of our employees feel valued and are recognized for their contributions.
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Glassdoor has 518 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.