Update. Just left for a new job. - werkgeversreview Financial Adviser bij Edelman Financial Engines

2,0
17 mei 2024
Aanbevelen
Goedkeuring directeur
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Pluspunten

Good place to get feet wet in the industry. Use this company as a place to get started then jump off after three years.

Minpunten

Advancement is gone. No one knows what is going on. All the talented people are leaving to go be actual planner and current planners are jumping off to other firms to be actually paid for the work they do. Company has no direction any more. Upper management is clueless. We have issues with advisers giving fraudulent advice but no actions are being taken. There is an inherent conflict of interest despite fiduciary status. Goal is to get people to planners weather or no it makes sense. They put the standards intentionally unrealistically high so keep from paying the highest bonus payout. People who bring in the most money are not compensated. It's not the same company anymore. Don't know why they even keep the name. In less than three years it went from one of the best companies in the industry to a joke.

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Reactie van Edelman Financial Engines
2y
Thank you for bringing this to our attention. We will be addressing your concerns with our team and we hope you’ll give us the opportunity to work with you again in the future.

Ontdek andere reviews over Edelman Financial Engines

5,0
2 dec 2025
Anonieme werknemer
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Remote work from home office

Minpunten

Changes in upper management occur

1
avatar
Reactie van Edelman Financial Engines
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
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Great firm if you are in to sales

Minpunten

Very high fee and the clients are not happy

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