Edelman Financial Services

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30+ days ago

Financial Planner

Edelman Financial Services Walnut Creek, CA

If you are an experienced advisor with a strong planning background, let's talk. We're looking for talented professionals who want to serve the… Edelman Financial Services

Edelman Financial Services Reviews

14 Reviews
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Ric Edelman
7 Ratings
  • Helpful (7)


    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
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    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Edelman Financial Services

    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO


    Nice people. If you like not having to think much you'll like it


    Excessive micromanagement, staff isn’t trusted on any level, everything you do is watched, everyone should just punch a clock. The work is repetitive, very strange culture where friends and family move around in top positions, YES and looking the other way is leadership here. This company says they value education above all else but it seems they don’t believe in educating their staff. Theres no credible career development, tuition benefit or training besides your standard licensing and some controlled internal classes.

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