Great Firm for Financial Planners - Recensione dipendente - Dipendente anonimo presso Edelman Financial Engines

2,0
1 ago 2016
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great investment philosophy and client centric focus. If you're a Financial Planner, great place to work. The celebrations and culture are appreciated by staff.

Svantaggi

Environment of paranoia due to sneaky upper management. Exec levels have no direction or ability to lead the organization. Drifting away from core culture the Ric and Jean built without appropriate change management.

Esplora altre recensioni su Edelman Financial Engines

5,0
5 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great firm if you are in to sales

Svantaggi

Very high fee and the clients are not happy

4,0
23 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

- 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

Svantaggi

- 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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