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Edelman Financial Engines

Engaged Employer

Great Company that rewards hard work - Anonymous employee Edelman Financial Engines Employee Review

5.0
May 21, 2014
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Edelman has been nothing but a positive experience for me having been here for over five years. They've given me the opportunity to learn many facets of the RIA business, which is very different than my previous experience at a larger firm, where I had a very specific job function, and little exposure to departments outside of my own. They cultivate an environment where I feel comfortable approaching just about anyone- regardless of his or her title- with questions or advice. It's very much a roll up your sleeves and dive in environment, so if you are of the "it's not my job" mindset, then it's probably not the place for you. I've worked hard, asked questions, and taken on the challenges I've been given even if they are a little outside of my normal role, and have been rewarded for doing so. I am not in the home office, but with our many means of communication, I have been able to build strong relationships throughout the firm and across many departments.

Cons

We are still working on how to go from a small firm to a large firm, preserving our culture but being realistic with our approach.

Explore other reviews about Edelman Financial Engines

5.0
Jun 5, 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

4.0
Jun 23, 2026
Recommend
CEO approval
Business Outlook

Pros

- Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

Cons

- Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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