Financial planner - Recensione dipendente - Dipendente anonimo presso Edelman Financial Engines

5,0
2 feb 2021
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Working as a fiduciary is great. Some growing pains with the merger, but all change for the better. awesome mission.

Svantaggi

We should consider raising minimums. Why have your profit center work with the least profitable clients?

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Risposta di Edelman Financial Engines
5y
Thank you for sharing your experience with us, and thank you for all that you did to support our clients! We’re proud of our team who works hard each and every day to help millions of hardworking Americans move their financial lives forward. We appreciate your feedback as it will help is improve for the future.

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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