The place to start your planning career - Recensione dipendente - Client Service Associate presso Edelman Financial Engines

5,0
1 giu 2022
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Only worked here 2 months and can already tell this was one of the best companies I could have started my financial planning career with!

Svantaggi

Training could be a little bit more - although they do have you shadow for a while after training so not that big of a deal.

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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