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Edelman Financial Engines

Engaged Employer

Update. Just left for a new job. - Financial Adviser Edelman Financial Engines Employee Review

2.0
May 17, 2024
Recommend
CEO approval
Business Outlook

Pros

Good place to get feet wet in the industry. Use this company as a place to get started then jump off after three years.

Cons

Advancement is gone. No one knows what is going on. All the talented people are leaving to go be actual planner and current planners are jumping off to other firms to be actually paid for the work they do. Company has no direction any more. Upper management is clueless. We have issues with advisers giving fraudulent advice but no actions are being taken. There is an inherent conflict of interest despite fiduciary status. Goal is to get people to planners weather or no it makes sense. They put the standards intentionally unrealistically high so keep from paying the highest bonus payout. People who bring in the most money are not compensated. It's not the same company anymore. Don't know why they even keep the name. In less than three years it went from one of the best companies in the industry to a joke.

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Edelman Financial Engines Response
2y
Thank you for bringing this to our attention. We will be addressing your concerns with our team and we hope you’ll give us the opportunity to work with you again in the future.

Explore other reviews about Edelman Financial Engines

5.0
Dec 2, 2025
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Remote work from home office

Cons

Changes in upper management occur

1
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Edelman Financial Engines Response
1mo
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.
5.0
Jun 5, 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

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