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Edelman Financial Engines

Engaged employer

If you love clients... dont apply - Client Services Manager Edelman Financial Engines Employee Review

2.0
31 Mar 2020
Recommend
CEO approval
Business outlook

Pros

Benefits are fair, pay is alright. Flex PTO is great

Cons

CSMs then demoted to CSAs had different tiered management that never made sense, nothing was congruent. I had a very good relationship with my advisors they were experienced and knowledgeable but with all of our buyouts thru the years, EFE basically completely separated our positions so the advisors weren't even my supervisors even though I worked in the same office. The culture changed to close the deal and move on to the next client whereas our office culture was to develop and maintain relationships with the clients. I watched inexperienced managers push my advisors around and the clients didnt matter. And if you want to leave as an advisor?? Good luck!! EFE will make every effort to destroy your career.

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Edelman Financial Engines Response
6y
Thank you for your feedback about your experience at Edelman Financial Engines. As the largest Registered Investment Adviser in the industry, we currently serve more than 1.2 million clients and remain committed to helping hardworking families achieve their financial goals. As we’ve grown over the years and began to serve more clients, we’ve restructured our client-facing teams so that our Financial Planners can focus on developing deep relationships and continuing to deliver best-in-class service to our clients, in strong partnership with our Client Service team. Our employees are our greatest assets, and we support career growth for everyone. One of our main focuses for 2020 is to continue to create new professional development opportunities, so all employees can continue to grow their career at Edelman Financial Engines. We appreciate your feedback as it will help us continue to improve our employee and client experience.

Explore other reviews about Edelman Financial Engines

5.0
5 Jun 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

4.0
23 Jun 2026
Recommend
CEO approval
Business outlook

Pros

- Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

Cons

- Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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