ZipRecruiter

Log In

1

Emoney Advisor Jobs (NOW HIRING)

Kestra Holdings

Service Advisor

Lincolnshire, IL · On-site

Maintain accurate and up-to-date client financial data within eMoney and internal systems ... advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

TalentLink Solutions

Financial Planner

$77K - $104K/yr

Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistiplan or similar softwares preferred * Experience working with Schwab as custodian preferred * Strong verbal and written ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools * Working knowledge of custodian processes, particularly ...

Choreo

Client Service Associate

Petaluma, CA · On-site

$16.75 - $23/hr

Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools * Working knowledge of custodian processes, particularly ...

next page

Showing results 1-20

All JobsEmoney Advisor Jobs

Emoney Advisor information

See salary details

$12

$25

$45

How much do emoney advisor jobs pay per hour?

As of Jul 23, 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 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.

What are the key skills and qualifications needed to thrive as an eMoney Advisor, and why are they important?

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.

Is 40 too old to become a financial advisor?

Emoney Advisor is a role that values experience and financial knowledge, and there is no age limit to entering the profession. Many financial advisors start or transition into the field later in life, often bringing valuable client relationship skills and industry experience. Certification such as the Series 7 or CFP can be pursued at any age to establish credibility in the field.

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.

Is eMoney Advisor a good company to work for?

eMoney Advisor is a financial technology company that provides software solutions for financial advisors. Employee reviews often cite a collaborative environment and opportunities for professional development, but experiences can vary based on role and location. It is advisable to research specific positions and read current employee feedback for a comprehensive view.

What does an eMoney Advisor do?

An eMoney Advisor helps clients plan their financial futures by using eMoney financial planning software to analyze assets, liabilities, and goals. They provide personalized advice on investments, retirement, and estate planning, often working with clients and other financial professionals. Certification in financial planning and strong analytical skills are typically required.

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.

Is eMoney Advisor part of Fidelity?

eMoney Advisor is a separate company that provides financial planning software and tools. It is not part of Fidelity, although some financial advisors may use eMoney's platform alongside Fidelity's services. Both are independent entities serving financial professionals and clients.
More about Emoney Advisor jobs
What cities are hiring for Emoney Advisor jobs? Cities with the most Emoney Advisor job openings:
What job categories do people searching Emoney Advisor jobs look for? The top searched job categories for Emoney Advisor jobs are:
Emoney Advisor jobs near you
Infographic showing various Emoney Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Financial Advisor / CFP - Baltimore, Maryland

Kestra Financial Independent Advisor

Baltimore, MD • On-site

$100K - $130K/yr

Full-time

Medical, Life, Retirement

Posted 9 days ago

Job description

About Us:
Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. For more information, check out our website- www.melnickrosenbaum.com.
Role Overview:
We are seeking a career-oriented Service Advisor to join our team. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships. This position offers a clear career path with opportunities for growth, including potential participation in ownership.
Key Responsibilities:
• Develop comprehensive financial plans using eMoney.
• Prepare reports and illustrations for client meetings.
• Participate in client meetings to provide real-time support and take notes.
• Design and manage portfolios, including trading, rebalancing, and tax management.
• Maintain and update CRM platforms (Redtail or similar).
• Create proposals and conduct product and account analysis.
• Coordinate with the service team to ensure timely and accurate task execution.
• Communicate with clients to address their needs and inquiries.
Qualifications:
• 3-5 years of experience in financial services.
• CFP designation and Series 7 and 66 or 65 licenses required.
• Bachelor's degree, preferably with a GPA above 3.3.
• Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar).
• Experience with CRM platforms (Redtail or similar), MS365, and Excel.
• Strong organizational skills, a team-oriented mindset, and a passion for financial services.
Compensation & Benefits:
• Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ability to take on secondary responsibilities. There is also a discretionary bonus meant to share the success of the firm and individual achievements.
• Comprehensive benefits package including 401k, life, health, and disability insurance.
• A defined career path with growth opportunities and potential ownership potential.
Why Join Us?
This is a unique opportunity to advance your career in a thriving independent firm. We value ambition, teamwork, and a commitment to excellence. If you are a driven professional ready to make a difference, we want to meet you.
Application Instructions:
To apply, please send your resume and a cover letter or email to Brian@melnickrosenbaum.com.
Join us and take the next step in your financial advisory career!

Apply