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      Edelman Financial Engines

      Engaged employer

      Edelman Financial Engines reviews

      Decent company with great mission - Outbound Investment Advisor Edelman Financial Engines Employee Review

      3.0
      2 Nov 2023
      Outbound investment advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      The company wide mission is universal and exciting. Working within a company that is client centric is a breath of fresh air

      Cons

      Not a lot of upward movement within certain career paths. Large bottlenecks after 1st promotion. Not enough latitude to grow professionally.

      avatar
      Edelman Financial Engines Response
      2y
      Thank you for sharing! We appreciate your continued contributions to our team and value the personal insight into your work experience here. Would love to share with you the many advancement opportunities here at EFE. When you can, please reach out to our HR team to learn more about them.

      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
      avatar
      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
      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

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      Edelman Financial Engines reviewsEdelman Financial Engines Outbound Investment Advisor reviewsEdelman Financial Engines review