Edelman Financial Services
2.1 of 5 7 reviews
www.ricedelman.com Fairfax, VA 50 to 149 Employees

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7 people found this helpful  

A Great Opportunity To Get Licensed

Client Service Associate (Current Employee)

I have been working at Edelman Financial Services full-time for more than a year

Pros-15 days Paid time off, 401k match 30% match on the first 10% employee contribution
-Great work life balance (if you're paired with a respectful/courteous financial planner)
 -Firm offers you the opportunity to get licenses (series 6,7,63,65,66). Have to be licensed within one year anniversary (although I know people that are still at the firm without being licensed after 1 year)
- Casual DressCode: No Suits/Ties required (unless for seminar events
-Decent pay for a "secretary position"
-Small firm, great training program for 2-4 weeks in Fairfax, VA

Cons-Excessive Micromanagement by Client Service Managers/Supervisors run a big risk of ruining a truly great firm built by a great CEO (Ric Edelman) that truly wants to help the average investor
-Something interesting I noticed, although its "Equal Opportunity Employer", Yet there is not a single Male individual in a supervisory/managerial role in the operations/client service department in the firm
-"Open Door Policy" is promoted, however in reality anything that is said can and will be used against you even when the intention is for a positive change

Advice to Senior ManagementFocus on hiring respectful, positive financial planners that have great listening skills. Anyone can sell and bring in new assets under management, but it takes someone that has the right people skill that truly respects opinion of others in their office. Ric has built a world class company, that truly is aimed at helping the average investor (less than $100k in investable assets), but self concentrated financial planners and client service management/supervisory team that doesn't have the same goal in retaining qualified, intelligent, and dedicated employees.

No, I would not recommend this company to a friend – I'm not optimistic about the outlook for this company

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8 people found this helpful  

Not a good fit for people with ambition or looking to grow in their career.

Anonymous Employee (Former Employee)

I worked at Edelman Financial Services full-time


Pros: Edelman is a good place to work if you need a reliable job that doesn't take too much of your time. For the most part,… Cons: For those looking to advance their careers, be aware that promotions are rare and usually happen within the same group of about 10-20 people in… Advice to Senior Management: Take the impersonal feel out of the company and go back to the more employee-centric model… No, I would not recommend this company to a friend More

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Cares greatly about their clients.

Anonymous Employee (Former Employee)

I worked at Edelman Financial Services


Pros: Good pay and benefits. Standard work conditions, extra perks such as themed… Cons: Growing company that still tries to act like a small… Advice to Senior Management: Realize that you are a large firm now and need… No, I would not recommend this company to a friend More

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