Don't move here if you are a planner - Recensione dipendente - Director, Financial Planning presso Edelman Financial Engines

1,0
5 mar 2024
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

It had a good reputation in the past.

Svantaggi

They bring lawsuits against planners that leave. Private equity ruined it. Upper management is clueless.

avatar
Risposta di Edelman Financial Engines
2y
Thank you for bringing this to our attention. We take your feedback seriously and have shared your concerns with our HR leadership. We encourage you to reach out to HR as well to discuss this further.

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

Vedi recensioni per: Utile|Valutazione|Data|Tutto