Skip to contentSkip to footer
      employer cover photo
      employer logo
      employer logo

      Edelman Financial Engines

      Engaged employer

      Edelman Financial Engines reviews

      Don't bother!!! - Client Service Associate Edelman Financial Engines Employee Review

      1.0
      18 Nov 2015
      Client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      They buy you lunch and send you free t-shirts.

      Cons

      The management team is completely unsupportive. The rules are different for each person depending on whether or not they like you. They ask for feedback about your thoughts on your role and the company. However, if you actually give feedback you either get written up for it or it just gets ignored.

      Explore other reviews about Edelman Financial Engines

      5.0
      2 Dec 2025
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Remote work from home office

      Cons

      Changes in upper management occur

      1
      avatar
      Edelman Financial Engines Response
      3w
      Thank you for sharing your feedback. We’re glad to hear you value the flexibility of our remote work environment and have had a positive overall experience. We recognize that leadership changes can bring uncertainty, and we appreciate your perspective as we continue working to maintain stability and clear communication. Thank you for being part of the team and taking the time to share your review.
      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
      3w
      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.
      See reviews by: Helpful|Rating|Date|All
      Related searches: Edelman Financial Engines jobs | Edelman Financial Engines salaries | Edelman Financial Engines benefits | Edelman Financial Engines interviews
      Edelman Financial Engines reviewsEdelman Financial Engines Client Service Associate reviewsEdelman Financial Engines review