Great transition to Edelman Financial - Recensione dipendente - Client Service Associate presso Edelman Financial Engines

5,0
7 mag 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Edelman spends a lot of time and energy maintaining its family culture which goes a long way. There is great support for both personal and professional growth without being fake or contrived. Compared to other firms I've worked for the atmosphere is not stressful. Great pay and benefits. Major commitment to educating clients and outstanding client service. Generous benefits and time off policies from day one.

Svantaggi

There is a lot to learn although working with just one planner helps.

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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