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Edelman Financial Engines

Engaged employer

Hands Down the WORST company I've worked for - Management Edelman Financial Engines Employee Review

1.0
14 Aug 2021
Recommend
CEO approval
Business outlook

Pros

-Pay is decent -Snacks provided -Investment reps genuinely want to help the clients they work with

Cons

The upper leadership in the Phoenix office are the absolute worst I've ever had the displeasure of working with. Nepotism, aggression, threats - there's a constant, palatable sense of fear when you speak with the advisors about the work environment. Stay far, far away.

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Edelman Financial Engines Response
4y
Thank you for sharing your feedback. At Edelman Financial Engines, we strive to create an environment where all employees feel welcome and safe. We encourage you to share direct feedback with your manager or HR Business Partner, who can help address any of your concerns.

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

3.0
2 Mar 2026
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.

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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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