Edelman Financial Services Culture | Comparably
One of the largest independent financial planning firms in the nation read more
EMPLOYEE
PARTICIPANTS
7
TOTAL
RATINGS
159

Edelman Financial Services Company Culture

Edelman Financial Services Culture

This score is derived from employee ratings & reviews
3.0/5
Edelman Financial Services' Overall Culture is rated C-

Top Rated Culture Dimensions

Edelman Financial Services CEO

Top 40%Top 40% of Similar Size Companies
Ryan Parker Edelman Financial Services' CEO
Ryan Parker
70 /100

Diversity at Edelman Financial Services

Women at Edelman Financial Services

Edelman Financial Services eNPS

Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"
Bottom 45%Bottom 45% of Similar Size Companies

Recommend to a Friend?

-17

Edelman Financial Services employees are -17% more likely to recommend Edelman Financial Services as a great place to work

33%Promoters
17%Passives
50%Detractors

Working at Edelman Financial Services

Working at Edelman Financial Services is rated below average by 7 employees, across various culture dimensions. Edelman Financial Services employees rate Compensation highest among all categories, and think that Meetings and Environment have the most room for improvement, putting Edelman Financial Services’s culture in the Bottom 35% compared to similar sized companies on Comparably and in the Bottom 35% compared to other companies in Washington, DC. See below in detail how working at Edelman Financial Services was rated by employees.

Overall Company Culture at Edelman Financial Services

C-

Overall Company Culture at Edelman Financial Services is rated C-

Last updated months ago

Bottom
35%

Edelman Financial Services ranks in the Bottom 35% of other companies on Comparably with 201-500 Employees for Overall Company Culture Score

Edelman Financial Services Employee Reviews

Out of 1 Edelman Financial Services employee reviews, 100% were positive.

100%
0%
Positive Reviews100%
Constructive Feedback0%

Positive Reviews From Edelman Financial Services Employees

  • What do you like best about the leadership team?
    They love to ignore our recommendations

Edelman Financial Services Company Information

Edelman Financial Services Company Overview

One of the largest independent financial planning firms in the nation

HeadquarterFairfax, VA
Websitewww.edelmanfinancial.com/
Founding Date1987
Company StatusPrivate

Edelman Financial Services Competitors

Edelman Financial Services competitors include Fisher Investments and Fam. Edelman Financial Services ranks 3rd in Overall Culture Score on Comparably vs its competitors. See below how Edelman Financial Services compares to its competitors with CEO Rankings, Product & Services, NPS, Pricing, Customer Services, Overall Culture Score, eNPS, Gender and Diversity Scores.

  1. #1
    Fisher Investments' Logo
    Fisher Investments
    3.7/5
  2. #2
    Fam's Logo
    Fam
    3.4/5
  3. #3
    Edelman Financial Services' Logo
    Edelman Financial Services
    3.0/5

Edelman Financial Services Employees

7 employees at Edelman Financial Services have reviewed Edelman Financial Services across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.

Overall, the 7 Edelman Financial Services employees give their leadership a grade of B, or Top 35% of similar size companies. This includes specific ratings of their executive team, CEO, and manager.

Employees at Edelman Financial Services are pleased with their total compensation at Edelman Financial Services, which includes a combination of pay, stock and equity, and benefits.

Overall, employees at Edelman Financial Services are generally satisfied with their team. 7 Participants grade the quality of their coworkers a C. Less than half believe the meetings at Edelman Financial Services are effective, and the majority look forward to interacting with their coworkers.

The majority of employees at Edelman Financial Services believe the environment at Edelman Financial Services is positive. Most Participants believe the pace of work at Edelman Financial Services is comfortably fast. About 25% of the employees at Edelman Financial Services work 8 hours or less.

Overall, the employees at Edelman Financial Services are not very happy, based on their aggregated ratings of future outlook, customer perception, and their excitement going to work.

Joining Edelman Financial Services - Employee Onboarding

The prevailing opinion from Comparably users in Washington, DC about their company is that it was prepared on their first day. Washington, DC employees concluded that their overall onboarding experience was positive. 73% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.

Edelman Financial Services KPIs and OKRs

Employees’ understanding of Edelman Financial Services' KPIs and OKRs is essential for its success. Out of 3 Edelman Financial Services employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 3 have said yes.

AnswerPercent
Yes100%
No0%
Are your company's goals clear, and are you invested in them?
AnswerPercent
Yes0%
No0%
Are the KPIs/OKRs for your department clear?

Edelman Financial Services CEO & Leadership

Edelman Financial Services CEO - Ryan Parker

Ryan Parker Edelman Financial Services' CEO
70 /100

Ryan’s approval rate is just above average, putting Ryan in the Top 40% of all CEOs of similar-sized companies on Comparably, and in the Top 40% compared to the CEOs of all other companies in Washington, DC. Ryan Parker is well regarded by employees for the Compensation Edelman Financial Services offers, and ranks among the Top 15% of CEOs by employees in that category. Ryan is most liked by Male employees. When compared to Edelman Financial Services’s competitors, Ryan Parker ranks just below Fisher Investments’s CEO Damian Ornani. With Ryan’s leadership, Edelman Financial Services employee respondents are most happy about their Compensation and Executive Team. Ryan was rated slightly below average for Meetings.

Edelman Financial Services Leadership

The Edelman Financial Services Executive Team is rated a “B” and led by CEO Ryan Parker, Chief Operations Officer Christine Cataldo, and Chief Marketing Officer Letha Steffey

  • Ryan Parker  CEO / President

    Ryan Parker CEO / President

    Ryan Parker serves as the CEO / President of Edelman Financial Services.

  • Christine Cataldo Chief Operations Officer

    Christine Cataldo serves as the Chief Operations Officer of Edelman Financial Services. Christine started at Edelman... read more

  • Letha Steffey Chief Marketing Officer

    Letha Steffey serves as the Chief Marketing Officer of Edelman Financial Services. Letha started at Edelman Financial... read more

  • Paul Jordan Vice President / National Sales Manager

    Paul Jordan serves as the Vice President / National Sales Manager of Edelman Financial Services. Paul started at Edelman... read more

  • Anderson Wozny Executive Director

    Anderson Wozny serves as the Executive Director of Edelman Financial Services. Anderson started at Edelman Financial... read more

  • Jim Butler Vice President Tax

    Jim Butler serves as the Vice President Tax of Edelman Financial Services. Jim started at Edelman Financial Services in... read more

  • David Eelman Vice President Accounting, Corporate Controller

    David Eelman serves as the Vice President Accounting, Corporate Controller of Edelman Financial Services. David started... read more

  • David Habashy Vice President, IT Development and Innovation

    David Habashy serves as the Vice President, IT Development and Innovation of Edelman Financial Services. David started... read more

  • Mike Attiliis Vice President, Planner Programs

    Mike Attiliis serves as the Vice President, Planner Programs of Edelman Financial Services. Mike started at Edelman... read more

Edelman Financial Services Salaries

How much does Edelman Financial Services pay?

How much do people at Edelman Financial Services get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Edelman Financial Services is $107,663, or $51 per hour, while the estimated median salary is $149,450, or $71 per hour.

At Edelman Financial Services, the highest paid job is a General Counsel at $231,443 annually and the lowest is an Admin Assistant at $46,369 annually. Average Edelman Financial Services salaries by department include: Operations at $88,438, Business Development at $98,331, Product at $147,971, and Customer Support at $59,377. Half of Edelman Financial Services salaries are above $149,450.

4 employees at Edelman Financial Services rank their Compensation in the Top 15% of similar sized companies (based on 13 ratings) while 4 employees at Edelman Financial Services rank their Perks And Benefits in the Top 50% of similar sized companies (based on 7 ratings).

Last updated months ago.

1st Percentile
$80k
$80k1st Percentile
20th Percentile
$115k
$115k20th Percentile
40th Percentile
$149k
$149k40th Percentile
60th Percentile
$193k
$193k60th Percentile
80th Percentile
$264k
$264k80th Percentile
100th Percentile
$349k
$349k100th Percentile
$107,663*
Average Compensation
$149,450*
Median Compensation

* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.

Edelman Financial Services Salaries by Department

Explore Edelman Financial Services Salaries

Diversity & Inclusion at Edelman Financial Services

The Diversity score provides insights into how diverse employees feel and rate their work experience at Edelman Financial Services across various culture dimensions.

Ranked Culture the Highest

Women N/A/100
Men N/A/100
Diverse Employees N/A/100

Ranked Culture the Lowest

Women N/A/100
Men N/A/100
Diverse Employees N/A/100

Edelman Financial Services Perks & Benefits

Health & Wellness

  • Dental Insurance

Paid Time Off

  • PTO / Vacation Policy

Edelman Financial Services PTO

Edelman Financial Services' PTO and Vacation policy typically gives 0-10 days off a year. Edelman Financial Services' benefits and PTO Package averages to represent a $2500+ cash value per month.

AnswerPercent
Flex Time0%
Vacation Policy0%
Office Meals0%
401k Contribution0%
Childcare0%
Other than healthcare, which of the following benefits is most important to you?
AnswerPercent
Yes0%
No0%
Does your boss expect you to work when you're on vacation?
AnswerPercent
$2500+/mo100%
$1500 - $2500/mo0%
$1000 -$1500/mo0%
$500 -$1000/mo0%
Less than $500/mo0%
What do you estimate the cash value of your benefits to be? Healthcare, PTO, etc?

Edelman Financial Services Careers

Edelman Financial Services Jobs

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Frequently Asked Questions regarding Edelman Financial Services

Who is the CEO of Edelman Financial Services?

Edelman Financial Services CEO is Ryan Parker, their score by employees is 70

What is Edelman Financial Services eNPS?

The eNPS for Edelman Financial Services is -17

What is the salary for CS Rep in Edelman Financial Services?

CS Rep average salary in the US is 47k

What are the salaries in the Design in Edelman Financial Services?

The average salaries for Design in Edelman Financial Services is 85k

Who are Edelman Financial Services competitors?

Edelman Financial Services main competitors are Fisher Investments, Fam

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