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      Edelman Financial Engines

      Engaged employer

      Edelman Financial Engines reviews

      Don't work here-First, I heard about the verbal abuse. Then, I witnessed it. Lastly,.. It happened to me. - Client Service Associate Edelman Financial Engines Employee Review

      1.0
      8 Jan 2019
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      The CSA stick together and help one another. If you just graduated and need a job. Don't stay long.

      Cons

      First, I heard about the verbal abuse. Then, I witnessed it. Lastly,.. It happened to me. If you are looking to be underpaid and overworked this is the place for you. They will tell you that you will support one adviser and you will end up supporting 2 or 3. The salary is 30k below the market. They will not hold your Series 7 & 63 licenses. The Advisors and Management mistreat the women. Now, I understand why the girl before me quit after a couple months! Sadly,an employee told me being yelled at and mistreated was part of the job.

      avatar
      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.

      Explore other reviews about Edelman Financial Engines

      5.0
      5 Jun 2026
      Financial advisor
      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
      Data engineer
      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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