Does Edelman Financial Engines pay their employees well?

According to anonymously submitted Glassdoor reviews, Edelman Financial Engines employees rate their compensation and benefits as 3.4 out of 5. Find out more about salaries and benefits at Edelman Financial Engines. This rating has decreased by 6% over the last 12 months.

How satisfied are employees working at Edelman Financial Engines?

55% of Edelman Financial Engines employees would recommend working there to a friend based on Glassdoor reviews . Employees also rated Edelman Financial Engines 3.8 out of 5 for work life balance, 3.4 for culture and values and 3.1 for career opportunities.

What are the top reviewed jobs at Edelman Financial Engines?

Client Service Associate (39) , Investment Advisor (19) , Software Engineer (12) , Financial Advisor (11) , Investment Advisor Representative (11) , Senior Software Engineer (11) , Financial Planner (7) , CSA (6) , Executive Assistant (6) , Manager (6) , Client Services Manager (5) , Marketing (5) , CSA - Customer Service Associate (4) , Director (4) , Engineer (4)

What are the pros of working at Edelman Financial Engines according to real employee reviews?

"Great people and very smart." ((in 49 reviews)); "Benefits are great." ((in 44 reviews)); "Great culture and always innovating." ((in 39 reviews)); "Work life balance is good here" ((in 31 reviews)); "Interesting work, great product, team" ((in 16 reviews))

What are the cons of working at Edelman Financial Engines according to real employee reviews?

"Abusive senior leadership that chooses to engage in tirades." ((in 19 reviews)); "I had 4 managers in 13 months, their lousy phone system going down/disconnecting on clients only impacts you (not your target), getting pulled on inbound support to maintain contract compliance re: hold times." ((in 16 reviews)); "Upper management is clueless." ((in 9 reviews)); "For being a financial services company that preaches retirement savings, the 401k match is average." ((in 4 reviews)); "Culture, company outlook, communication, professional development" ((in 4 reviews))

What are employees saying about Edelman Financial Engines layoffs in 2026?

Explore Glassdoor’s employee reviews to understand what current and former employees are saying about Edelman Financial Engines layoffs and their outlook for job security at Edelman Financial Engines in 2026.

What are the top reviewed Edelman Financial Engines locations?

Phoenix , Sunnyvale , Boston , Fairfax , Santa Clara , Palo Alto , Overland Park , Washington , Los Angeles , Dallas , San Jose , Miami , St. George , Chicago , Alexandria , Kansas City , New York , Charlotte , San Francisco , Fort Lauderdale , Saint George , Jersey City , Paramus , Birmingham , Louisa , Richmond , Arlington , Ashburn , Springfield , Arizona City

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Edelman Financial Engines

Edelman Financial Engines reviews

3.4

55% would recommend to a friend

(486 total reviews)

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 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).

Ratings by demographic groups

Race / Ethnicity

Gender

Sexual orientation

Disability

Parent or family caregiver

Veteran status

Reviews by job title

486 reviews

5.0

Nov 15, 2017

EFS

Client service associate

Recommend

CEO approval

Business Outlook

Pros

Incredibly nice people. Everyone is always extremely helpful and courteous. Periodically lots of small employee appreciation activities such as catered lunches. Easy to request PTO and lots of holidays. Paid full day off on your birthday, for example.

Cons

Limited upward mobility. There were ideas and some plans for a program that would allow current employees to make the transition to advisors, but did not look too promising.

5.0

Oct 20, 2017

Great financial planner opportunities

Senior vice president - financial planning

Recommend

CEO approval

Business Outlook

Pros

If you are an experienced financial advisor and are sick of the constant prospecting and being put in the position of selling commission products, you should consider Financial Engines. Great benefits package, salary plus AUM fees, steady lead flow provided by firm, FeeOnly Fiduciary providing comprehensive, goals- based financial planning. Also has rapid growth so plenty of room for advancement.

Cons

A bit of corporate micromanaging but genuinely love my job.

3.0

Jun 21, 2017

DevOps Engineer

Anonymous employee

Recommend

CEO approval

Business Outlook

Pros

Good Culture, and Good Product.

Cons

Management should Improve quality of work and work life balance

Viewing 283 - 285 of 486 Reviews

Jobs at Edelman Financial Engines

Client Service Associate

Senior Financial Planner (New Client Development)

Bilingual Investment Advisor

Client Service Associate

Client Service Associate

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EFS

Great financial planner opportunities

DevOps Engineer

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