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      Edelman Financial Engines

      Engaged Employer

      Edelman Financial Engines reviews

      Investment Advisor - Investment Advisor Edelman Financial Engines Employee Review

      1.0
      Nov 10, 2018
      Investment advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      There really aren’t any. Literally all employees talk about is how much they dislike the company and how badly they want to quit.

      Cons

      Extreme micromanagement. Just a poisonous typical corporate environment. If you’re in the Phoenix office your job title will be “investment advisor” but you don’t actually do any advising, you’ll just read information off your computer and submit leads to advisers out in the field. That’s all you’re there for, submitting leads for a few dollars. It’s a basic call center job

      Explore other reviews about Edelman Financial Engines

      5.0
      Jun 5, 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

      3.0
      Mar 2, 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.

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      Edelman Financial Engines Response
      1mo
      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.
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