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      Edelman Financial Engines

      Azienda coinvolta

      Recensioni su Edelman Financial Engines

      Good culture, positive atmosphere - Recensione dipendente - Investment Advisor Representative presso Edelman Financial Engines

      4,0
      23 ago 2019
      Investment advisor representative
      Consiglia
      Gradimento del CEO
      Pronostico commerciale

      Vantaggi

      Good culture, they make the effort to hire the right personalities Strong training, they have a long-term plan to show you how to connect with clients Respectable bonus structure if you're willing to put in the effort Nice workspace, occasional meals and gift cards You're expected to produce, but they make it as fun & positive as they can.

      Svantaggi

      Very sales-oriented. Advice is more of a courtesy to clients while we're really probing for additional assets. Expectations tend to change constantly. Not always clear what our priorities are with metrics or how they're calculated. Seems like there is a sales contest every month. Mgmt started a monthly survey for feedback on our supervisors, and then canceled it after two months without explanation. Do you want feedback or not? Lots of calls are misrouted to us, and we're expected to try to sell advice to them anyway. Fix the phone trees so calls are routed properly.

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      Risposta di Edelman Financial Engines
      6y
      Thank you for your feedback about your experience at Edelman Financial Engines. We’re happy to have you on our team as we help our clients move their financial lives forward. We always want your feedback and encourage you to share it with your manager, HR business partner, or reach out to HumanResources@edelmanfinancialengines.com. We want to make sure you have what you need to succeed and help our clients.

      Esplora altre recensioni su Edelman Financial Engines

      5,0
      5 giu 2026
      Financial advisor
      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
      Data engineer
      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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      Ricerche correlate: Offerte di lavoro di Edelman Financial Engines | Stipendi di Edelman Financial Engines | Benefit di Edelman Financial Engines | Colloqui di Edelman Financial Engines
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