Edelman Financial Services - A Great Opportunity To Get Licensed | Glassdoor
There are newer employer reviews for Edelman Financial Services
There are newer employer reviews for Edelman Financial Services

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Helpful (18)

"A Great Opportunity To Get Licensed"

StarStarStarStarStar
  • Work/Life Balance
  • Culture & Values
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Current Employee - Client Service Associate
Current Employee - Client Service Associate
Doesn't Recommend
Negative Outlook

I have been working at Edelman Financial Services full-time (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 Management

Focus 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.

Other Employee Reviews for Edelman Financial Services

  1. Helpful (1)

    "Growing Company That Cares About Employees"

    StarStarStarStarStar
    Former Employee - Anonymous Employee in Fairfax, VA
    Former Employee - Anonymous Employee in Fairfax, VA
    Recommends

    I worked at Edelman Financial Services full-time (More than 8 years)

    Pros

    They are customer service focused and really mean it. Offers a sabbatical, free financial planning advice, and fun trips. They don't skimp on technology and are encourage employee growth and learning.

    Cons

    As a growing company they are getting bigger and losing the small company, family feel. Corporate goals can change quickly so projects you've spent time on could be dropped.


  2. "Operations Support"

    StarStarStarStarStar
    • Culture & Values
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends

    I worked at Edelman Financial Services full-time

    Pros

    Great company to work for.

    Cons

    I have no cons to report.

There are newer employer reviews for Edelman Financial Services
There are newer employer reviews for Edelman Financial Services

See Most Recent

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