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Edelman Financial Engines

Engaged employer

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

3.0
2 Nov 2023
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.

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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
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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