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Edelman Financial Engines

Engaged Employer

Same Mngt Team Same Result - Financial Advisor Edelman Financial Engines Employee Review

1.0
Jul 19, 2024
Recommend
CEO approval
Business Outlook

Pros

Some good people that still care about institutional clients.

Cons

Too many cultures, too much nepotism. Firm has lost a third of their institutional clients and the same employees responsible for that result continue to get promoted!

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Edelman Financial Engines Response
1y
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.

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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