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      Edelman Financial Engines

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      Edelman Financial Engines reviews

      A glorified call center - Investment Advisor Edelman Financial Engines Employee Review

      3.0
      27 Mar 2024
      Investment advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      Good medical/vision/dental insurance. PTO is 20 days/year.

      Cons

      401k match is only 4%. Providing advice is an ancillary responsibility of the role. An advisor's real purpose is to generate leads for planners while minimizing the amount of money that rolls out the door as clients discover our investment strategy is essentially a Target Date Fund with a higher fee. Sales goals have increased drastically and management uses that as justification to deny raises/bonuses for those "not on track" after they've moved the goal posts.

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      Edelman Financial Engines Response
      2y
      Thank you for sharing your concerns. We would appreciate the opportunity to discuss the issue further. Please connect with HR so we can address your concerns directly.

      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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