A lot of change, 401k niche dried up - Recensione dipendente - Financial Advisor presso Edelman Financial Engines

2,0
7 dic 2018
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

They dominate the 401k money management market share. Decent base pay compared to a Vanguard.

Svantaggi

No other big plans they are bringing in the door and they push to retail by buying The Mutual Fund store and merging recently with Edelman. Current branches are filled with used car salesman and can’t provide “holistic” financial planning as they claim. Edelman could be different we shall see...

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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