Investment Advisor - Recensione dipendente - Investment Advisor presso Edelman Financial Engines

1,0
10 nov 2018
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

There really aren’t any. Literally all employees talk about is how much they dislike the company and how badly they want to quit.

Svantaggi

Extreme micromanagement. Just a poisonous typical corporate environment. If you’re in the Phoenix office your job title will be “investment advisor” but you don’t actually do any advising, you’ll just read information off your computer and submit leads to advisers out in the field. That’s all you’re there for, submitting leads for a few dollars. It’s a basic call center job

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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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