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Emoney Advisor Jobs (NOW HIRING)

Lido Advisors

SVP, Advanced Wealth Planning

Duties and Responsibilities - Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K/yr

Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and Schwab. Key Competencies * Client-Centric Mindset: Ability to maintain and strengthen client ...

SWMG

Financial Planning Manager

Fort Worth, TX · On-site

$90K - $115K/yr

... eMoney Advisor High attention to detail with a strong commitment to quality and accuracy Software Knowledge (Preferred) Redtail Pershing TD Ameritrade VeoOne Adhesion eMoney Riskalyze Microsoft 365 ...

W3Global Inc.

Certified Financial Planner

Boston, MA

$125K - $130K/yr

Familiarity with eMoney Advisor software is a plus * Expertise in Financial Planning and Personal Financial Planning, ideally 3+ years * Certification as a Certified Financial Planner (CFP) with in ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Washington, DC · On-site

$62K - $75K/yr

Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Bethesda, MD · On-site

$62K - $75K/yr

Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more. Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm ...

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Emoney Advisor information

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How much do emoney advisor jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for emoney advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is an eMoney Advisor?

An eMoney Advisor is a financial planning professional who uses the eMoney Advisor software platform to help clients manage their finances and achieve their financial goals. The eMoney platform allows advisors to create comprehensive financial plans, track investments, and provide real-time advice to clients. These advisors typically work with individuals, families, or businesses to develop strategies for retirement, investment, tax, and estate planning. Their goal is to provide holistic financial guidance using advanced technology and data-driven insights.

What are the key skills and qualifications needed to thrive as an eMoney Advisor?

To thrive as an eMoney Advisor, you need a solid understanding of financial planning principles, investment strategies, and typically hold certifications such as CFP or equivalent. Proficiency in the eMoney Advisor platform, financial planning software, and CRM systems is essential. Strong communication, analytical thinking, and client relationship skills help advisors deliver personalized financial advice and build trust. These competencies are crucial for accurately assessing client needs, creating effective financial plans, and ensuring long-term client satisfaction.

How does an eMoney Advisor typically collaborate with clients and other financial professionals to develop comprehensive financial plans?

As an Emoney Advisor, you will frequently work closely with clients to gather financial data, understand their goals, and use the eMoney platform to create detailed financial plans. Collaboration is key; you'll often coordinate with accountants, investment advisors, and insurance specialists to ensure that your clients' plans are holistic and up-to-date. Regular client meetings, both virtual and in-person, are common, and you'll need strong communication skills to explain complex financial concepts clearly. Additionally, you may participate in team strategy sessions to share best practices and stay current with industry regulations and technology updates.

What is the difference between Emoney Advisor vs Financial Planner?

AspectEmoney AdvisorFinancial Planner
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentOnline platforms, client consultationsIn-person, online, or hybrid meetings
Industry UsageFinancial technology companies, robo-advisorsIndependent firms, banks, advisory firms
Primary FocusAutomated financial advice, portfolio managementComprehensive financial planning, investment advice

Emoney Advisors typically focus on providing automated or digital financial advice, often working with online platforms and robo-advisors. Financial Planners offer personalized, comprehensive financial planning services, often through in-person or hybrid consultations. Both roles require similar certifications but differ mainly in delivery method and scope of services.

Is eMoney Advisor a good company to work for?

eMoney Advisor is a financial technology company that provides software solutions for financial advisors. Employees generally cite a collaborative work environment, opportunities for professional development, and the use of industry-standard tools. However, experiences can vary, and researching specific roles or departments is recommended for a comprehensive view.

What does an eMoney Advisor do?

An eMoney Advisor helps clients manage their financial plans using the eMoney platform, which includes financial planning, investment management, and cash flow analysis. They analyze client data, develop personalized financial strategies, and often hold certifications like CFP to provide comprehensive advice. The role requires strong analytical skills and proficiency with financial software tools.
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Emoney Advisor jobs near you
Infographic showing various Emoney Advisor job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Associate Financial Advisor - Bergenn Financial Group

Kestra Financial Independent Advisor

West Hartford, CT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 11 days ago

Job description

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.

Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.

Essential Duties and Responsibilities

  • Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data and plans in financial planning software (eMoney Advisor)
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone
  • Clearly articulate complex concepts to customers
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
  • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities

  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Proficiency in eMoney Advisor financial planning software is strongly preferred
  • Excellent communication skills, both verbal and written
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others

Requirements

Experience

  • The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
  • The ideal candidate must have a minimum of $10mm in assets under management

Certificates, Licenses, Registration

  • Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
  • Life & Health licenses preferred but not required.

Benefits

Paid time off

Retirement Plan with Matching Contribution

Group life and disability are available

Apply