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Edelman Financial Engines

Engaged employer

A literal sinking ship… - Outside Sales Representative Edelman Financial Engines Employee Review

1.0
6 Feb 2025
Recommend
CEO approval
Business outlook

Pros

Great benefits Hybrid work model even though remote would be just fine Good company culture

Cons

The Phoenix Office is heavily micromanaged by the directors. We make 400 to 500 calls a day and get only 2-5 potential clients. The best leads seem to go to the favorites. We can only set appointments 14 days out now and that’s pretty hard to do with the lack of CFP’s available. Please be wary if you are interested in a job here. It’s not all rainbows and unicorns here.

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Edelman Financial Engines Response
1y
We’re sorry to hear about your experiences at work. We’re dedicated to creating a positive and supportive environment for all our colleagues, so please reach out to our HR team so we can discuss your concerns in detail.

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

4.0
23 Jun 2026
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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