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Edelman Financial Engines

Engaged employer

Stay away - Client Service Associate Edelman Financial Engines Employee Review

1.0
3 Sept 2021
Recommend
CEO approval
Business outlook

Pros

Pay was decent but got robbed on bonuses

Cons

Management is horribly unorganized. Training is awful. Their systems are constantly changing so there is no good way to become efficient and then you get thrown under the bus when you aren't. There are about 5 different system's they work with that all do different things and they don't talk to each other. Nothing is streamlined. Makes a CA's job 10x more challenging, needlessly. And the CA is always wrong even if they are working with an FA that is known problem....maybe they need to be reflective on who the common denominator is instead of taking the easy way out and blaming the CA..

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Edelman Financial Engines Response
4y
Thank you for sharing your feedback with us. We’re disappointed to hear that you didn’t enjoy your time at Edelman Financial Engines, but we thank you for all that you did for your clients while you were here.

Explore other reviews about Edelman Financial Engines

5.0
2 Dec 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
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

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