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      Edelman Financial Engines

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      Edelman Financial Engines reviews

      Becoming What We All Feared!!! - Financial Advisor Edelman Financial Engines Employee Review

      1.0
      9 Jan 2021
      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      -My immediate co-workers and supervisors are fantastic. Wonderful mentor opportunities in my experience - but I worked with truly exceptional people who cared about me. In turn, I was loyal to them. Not all in my position had the same opportunities - I was very lucky! -Solid pay and benefits - better than average. -A solid planning process - one face one voice. Consistent philosophy within the company so clients know what to expect. -Strong lead generation with Ric's national radio program, best selling books, and national advertising. Leads get screened before you get them so you don't have to spend time prospecting.

      Cons

      -We were purchased by a private equity firm and things are spiraling out of control quickly. Prior to our purchase and merger, we never had layoffs, sales goals, or pressure from management to hit numbers. That all changed! It takes the focus away from our clients. Now it's all about gathering assets. Growth goals we need to hit to justify our valuation are not reasonable. -Much slower career development compared to the competition. My career would have been leaps and bounds ahead of where it is now if I had gone to work for a competitor. I feel I wasted a large portion of my working career here. Many of my colleagues moved on to other firms and they are well ahead of me now. I wasted years hoping I would get promoted here and it still has not happened despite excelling in every respect. -Becoming uncompetitive - management fee begins at a hefty 1.75%. I felt this was justified a few years ago. Now planning teams only have the resources to deliver the services you typically get with a robo advisor charging about 1/8 of that fee. Fees don't justify the services we provide.

      avatar
      Edelman Financial Engines Response
      5y
      As we began our journey as Edelman Financial Engines a few years ago, our focus on our clients and the unique services we deliver haven’t wavered – we help millions of hardworking Americans move their financial lives forward. And as a company, we strive to foster a workplace that gives employees the development opportunities to grow their long-lasting careers with us while being compensated fairly and competitively, because without our team of hardworking individuals who live our values and support our clients, we wouldn’t be where we are today. While we’re disappointed that you are feeling this way, we appreciate your feedback and encourage you to share direct feedback with your manager, HR business partner or HumanResources@edelmanfinancialengines.com, so they can help improve your time here with us.

      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

      3.0
      2 Mar 2026
      Inbound investment advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      Pros Edelman provides strong exposure to retirement planning conversations and a fast-paced environment that builds customer service and communication skills quickly. The training and structure help you learn processes, systems, and compliance expectations. You get repetition with real client scenarios, and some teammates are genuinely supportive and knowledgeable.

      Cons

      The job can feel like a constant sprint. Metrics and monitoring often outweigh judgment and quality, and performance management can feel punitive rather than developmental. Leadership quality varies widely; the experience can depend heavily on your direct manager. Turnover and burnout felt common in the teams I observed.

      avatar
      Edelman Financial Engines Response
      1mo
      Thank you for taking the time to share such detailed and balanced feedback. We’re glad to hear you found the training and early exposure to client conversations valuable, and that the structure helped build core skills. We also appreciate the candid perspective on workload, metrics, and leadership consistency. These are areas we continue to evaluate as we work to better balance performance expectations with sustainability, development, and a consistent management experience. Feedback like this is important in helping us strengthen how we support and coach our teams.
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