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Edelman Financial Engines is a financial planning and investment management firm that provides financial advisory services. The firm offers student loans, financial planning, debt repayment advice, investment management, retirement planning, and life transitions services. Edelman Financial Engines' expert team of financial planners provides straightforward advice with its customer's values and goals in mind. The company operates more than 170 offices worldwide and is entrusted by more than 1 million customers to manage more than 200 billion assets. Edelman Financial Engines was founded in 1987, and its headquarter is based in Sunnyvale, California, United States. The firm provides competitive pay packages, healthcare benefits, and other perks to its employees.
Departments
What departments Edelman Financial Engines employees work at?
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Team
Professional experience
Professional Growth
How many years of experience do Edelman Financial Engines employees have before joining?
Years of experience at Edelman Financial Engines: Newcomers: 14%, Experiencers: 17%, Experts: 23%, Veterans: 46%. Edelman Financial Engines employees have 8+ years experience on average before joining.
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Professional Growth
Where did Edelman Financial Engines employees work before joining?
Where they've worked before Edelman Financial Engines: Charles Schwab, Fidelity Investments, Financial Engines. Typical Edelman Financial Engines employees have worked at Charles Schwab.
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Charles Schwab
Fidelity Investments
Financial Engines
Professional Growth
What industries did Edelman Financial Engines employees work in previously?
Industry Background: The most typical industries of Edelman Financial Engines: Insurance Agency & Brokerage Firms, Finance & Insurance Companies, Investing Companies, Commercial Banking Companies, Investment Banking & Securities Brokerage Firms. Edelman Financial Engines employees most likely come from a Insurance Agency & Brokerage Firms industry background.
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Professional Growth
Where did Edelman Financial Engines employees work before joining?
Past employers' size at Edelman Financial Engines: Small: 32%, Medium: 12%, Large: 56%. Most Edelman Financial Engines employees have previously worked at large companies.
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Educational background
Educational background
What did employees at Edelman Financial Engines study?
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Top educational institutions
Where did employees at Edelman Financial Engines study?
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Employee data
Professional Growth
How long do people stay in a role at Edelman Financial Engines?
Time employed at Edelman Financial Engines: <1: 9%, 1-3: 37%, 4-8: 40%, 9-13: 9%, 14-20: 3%, 20+: 2%. Most Edelman Financial Engines employees stay with the company for 4-8 years which is the same as the industry average.
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Culture & Values
How does Edelman Financial Engines rank for age & gender diversity?
Gender ratio at Edelman Financial Engines: 63.5% Male and 36.5% Female. Age ratio at Edelman Financial Engines: 16-20: 0%, 21-30: 31%, 31-40: 36%, 41-50: 19%, 51-60: 12%, 60+: 2%. Edelman Financial Engines rates - 6.5% less female than the industry average. Most Edelman Financial Engines employees are 31-40, which is on par with the industry median age range.
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Professional Growth
What are the top roles at Edelman Financial Engines?
Top roles of Edelman Financial Engines: Client Service Associate, Director OF Financial Planning, Financial Planning Analyst, Financial Planner, Registered Client Service Associate. The top role at Edelman Financial Engines is Client Service Associate.
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Client Service Associate
Director OF Financial Planning
Financial Planning Analyst
Financial Planner
Registered Client Service Associate
Career advancement
Professional Growth
How does Edelman Financial Engines rank for career advancement?
Career advancement at Edelman Financial Engines: high. Edelman Financial Engines ranks high for career advancement which is above the industry average.
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Professional Growth
What companies do Edelman Financial Engines employees go on to work at?
Future employers of Edelman Financial Engines: Ameriprise, Booz Allen Hamilton, CBRE, CIG Capital Advisors, Fidelity Investments. People who work at Edelman Financial Engines most typically go on to work for the Ameriprise.
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Ameriprise
Booz Allen Hamilton
CBRE
CIG Capital Advisors
Fidelity Investments
