Wealth Planner
$85K - $125K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
$85K - $125K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
$85K - $125K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Saratoga Springs, NY · On-site
$90K - $120K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Saratoga Springs, NY · On-site
$90K - $120K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Pasadena, CA · On-site
$85 - $125/hr
Working knowledge of e-Money, Salesforce a strong plus.* Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Pasadena, CA · On-site
$85 - $125/hr
Working knowledge of e-Money, Salesforce a strong plus.* Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Pasadena, CA · On-site
$85K - $125K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Pasadena, CA · On-site
$85K - $125K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Great Falls, MT · On-site
$41 - $97/hr
GXI is a BSP-licensed e-money issuer responsible for the digital payments and electronic money activities in the GCash app. * Fuse Financing, Inc. is the financing company for GCash. * Fuse provides ...
Great Falls, MT · On-site
$41 - $97/hr
GXI is a BSP-licensed e-money issuer responsible for the digital payments and electronic money activities in the GCash app. * Fuse Financing, Inc. is the financing company for GCash. * Fuse provides ...
El Segundo, CA · On-site
$90K - $115K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
El Segundo, CA · On-site
$90K - $115K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Louisville, KY · On-site
$17 - $22.25/hr
Opportunity to obtain e-Money Certification * Shadow and assist Financial Advisors with preparation of financial documents and performance reports * Perform research on stocks, bonds, and other ...
Louisville, KY · On-site
$17 - $22.25/hr
Opportunity to obtain e-Money Certification * Shadow and assist Financial Advisors with preparation of financial documents and performance reports * Perform research on stocks, bonds, and other ...
Louisville, KY · On-site
$17 - $22.25/hr
Opportunity to obtain e-Money Certification * Shadow and assist Financial Advisors with preparation of financial documents and performance reports * Perform research on stocks, bonds, and other ...
Louisville, KY · On-site
$17 - $22.25/hr
Opportunity to obtain e-Money Certification * Shadow and assist Financial Advisors with preparation of financial documents and performance reports * Perform research on stocks, bonds, and other ...
Tolar, TX · On-site
$15 - $17/hr
Sell official items (i.e. money orders, official checks, etc.) so that customers have various ways of handling their finances. * Research, troubleshoot and resolve customer and internal inquiries.
Tolar, TX · On-site
$15 - $17/hr
Sell official items (i.e. money orders, official checks, etc.) so that customers have various ways of handling their finances. * Research, troubleshoot and resolve customer and internal inquiries.
Los Angeles, CA · On-site
$70K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Los Angeles, CA · On-site
$70K/yr
Working knowledge of e-Money, Salesforce a strong plus. * Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little ...
Tolar, TX · On-site
$15 - $17/hr
Sell official items (i.e. money orders, official checks, etc.) so that customers have various ways of handling their finances. * Research, troubleshoot and resolve customer and internal inquiries.
Tolar, TX · On-site
$15 - $17/hr
Sell official items (i.e. money orders, official checks, etc.) so that customers have various ways of handling their finances. * Research, troubleshoot and resolve customer and internal inquiries.
Tolar, TX · On-site
$15 - $16/hr
Sell official items (i.e. money orders, official checks, etc.) so that customers have various ways of handling their finances. * Research, troubleshoot and resolve customer and internal inquiries.
Tolar, TX · On-site
$15 - $16/hr
Sell official items (i.e. money orders, official checks, etc.) so that customers have various ways of handling their finances. * Research, troubleshoot and resolve customer and internal inquiries.
Elk River, MN · On-site
$14.25 - $19.50/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
Elk River, MN · On-site
$14.25 - $19.50/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
Saint Cloud, MN · On-site
$13.25 - $18.50/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
Saint Cloud, MN · On-site
$13.25 - $18.50/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
Williston, ND · On-site
$13.25 - $16.25/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
Williston, ND · On-site
$13.25 - $16.25/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
Rice Lake, WI · On-site
$13.25 - $16.25/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
Rice Lake, WI · On-site
$13.25 - $16.25/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
El Segundo, CA · On-site
$25/hr
Opportunity to obtain e-Money Certification * Shadow and assist Financial Advisors with preparation of financial documents and performance reports * Perform research on stocks, bonds, and other ...
El Segundo, CA · On-site
$25/hr
Opportunity to obtain e-Money Certification * Shadow and assist Financial Advisors with preparation of financial documents and performance reports * Perform research on stocks, bonds, and other ...
Austin, TX · On-site
$17.50 - $23/hr
Opportunity to obtain e-Money Certification * Shadow and assist Financial Advisors with preparation of financial documents and performance reports * Perform research on stocks, bonds, and other ...
Austin, TX · On-site
$17.50 - $23/hr
Opportunity to obtain e-Money Certification * Shadow and assist Financial Advisors with preparation of financial documents and performance reports * Perform research on stocks, bonds, and other ...
El Segundo, CA · On-site
$140K - $160K/yr
Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlooka strongplus. * Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial ...
El Segundo, CA · On-site
$140K - $160K/yr
Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlooka strongplus. * Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial ...
Sturgeon Bay, WI · On-site
$13 - $15.75/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
Sturgeon Bay, WI · On-site
$13 - $15.75/hr
... e. Money Orders, Western Union, Dry Cleaning, Postage, etc.). The Guest Service Representative is responsible for upholding Coborn's high standard of service by supporting the front-end, as well as ...
$10.10 - $13.11
6% of jobs
$15.79 is the 25th percentile. Wages below this are outliers.
$13.11 - $16.13
21% of jobs
The median wage is $19.07 / hr.
$16.13 - $19.14
23% of jobs
$19.14 - $22.16
12% of jobs
$22.16 - $25.17
6% of jobs
$25.17 - $28.19
6% of jobs
$28.30 is the 75th percentile. Wages above this are outliers.
$28.19 - $31.21
7% of jobs
$31.21 - $34.22
6% of jobs
$34.22 - $37.24
6% of jobs
$37.24 - $40.25
4% of jobs
$40.25 - $43.27
1% of jobs
$10
$24
$43
| Aspect | E Money | Digital Payment Specialist |
|---|---|---|
| Required Credentials | Financial certifications, knowledge of e-wallets, compliance | Financial certifications, knowledge of digital payment platforms |
| Work Environment | Financial institutions, fintech companies | Fintech firms, banks, e-commerce companies |
| Industry Usage | Used broadly in digital finance and e-wallet services | Focused on digital payment systems and platform management |
Both roles involve digital financial services, but E Money typically refers to electronic money stored in e-wallets or prepaid accounts, while a Digital Payment Specialist focuses on managing and optimizing digital payment platforms. The roles overlap in financial certifications and work environments, but their specific focus areas differ within the digital finance industry.
States with the most job openings for E Money jobs include:
The top searched job categories for E Money jobs are:

$85K - $125K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 28 days ago
Assist advisory team with onboarding new clients, including customizing contracts, obtaining forms, and coordinating submissions with custodians.
Process account openings, cash transfers, wires, deposits, and other client-related transactions with custodians.
Schedule and support client meetings, analyze client data, prepare reports, and develop financial plans and recommendations with assistance from the Wealth Advisor.
Position Summary:
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.
Primary Responsibilities:
Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
Proactively interact with clients and assist in creating an outstanding client experience.
Schedule client meetings.
Receive client calls and resolve questions/issues as needed.
Analyze and input client data into financial planning software.
Assist with the timely completion and submission of all client related transaction requests.
Preparing forms and reports for client meetings.
Conduct independent research and build financial plans for prospective clients.
Develop client recommendations with assistance from the Wealth Advisor.
Assist in building comprehensive financial plans.
Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
Ongoing maintenance and quality control of CRM.
Other duties as assigned
Required Credentials:
Bachelor's degree
Series 65
4+ years financial planning, estate planning and/or tax planning/ preparation experience
Pursuing or has attained a CFP
Skills & Competencies:
Ability to talk to clients independently
Ability to train and mentor Client Service Associates
Ability to develop wealth planning and investment recommendations and present to clients when applicable
Working knowledge of e-Money, Salesforce a strong plus.
Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
Must accept and thrive in a fast-paced, changing environment.
Ability to build and maintain relationships with potential and current clients.
Tenacious about doing what is right for the client - always.
Compensation:
$85,000 - $125,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance - day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.