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Edelman Financial Engines

Engaged employer

Investment Advisor - Investment Advisor Edelman Financial Engines Employee Review

1.0
10 Nov 2018
Recommend
CEO approval
Business outlook

Pros

There really aren’t any. Literally all employees talk about is how much they dislike the company and how badly they want to quit.

Cons

Extreme micromanagement. Just a poisonous typical corporate environment. If you’re in the Phoenix office your job title will be “investment advisor” but you don’t actually do any advising, you’ll just read information off your computer and submit leads to advisers out in the field. That’s all you’re there for, submitting leads for a few dollars. It’s a basic call center job

Explore other reviews about Edelman Financial Engines

5.0
5 Jun 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
23 Jun 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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