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Emoney Advisor Jobs (NOW HIRING)

eMoney Advisor, LLC

Senior Program Manager

$106K - $140K/yr

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization.

Choreo

Associate Advisor, Wealth Management

Peoria, IL · On-site

Develop competency with our eMoney financial planning software to assist in developing financial ... Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning ...

SWMG

Wealth Advisor (Producer)

Fort Worth, TX · On-site

$100K - $150K/yr

... finish utilizing eMoney Advisor and other planning tools Guide the paraplanner team in plan preparation, portfolio design, and customized recommendations Present financial and investment ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/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 ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/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 ...

Choreo

Associate Director, Wealth Management

Madison, WI · On-site

Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems * Excellent verbal and written communication skills for working ...

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Emoney Advisor information

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How much do emoney advisor jobs pay per hour?

As of Jun 8, 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.

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 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.
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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 May 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 95% In-person, 2% Hybrid, and 3% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Senior Program Manager

Senior Program Manager

eMoney Advisor, LLC

Remote

$106K - $140K/yr

Full-time

Medical, Retirement, PTO

Posted 12 days ago

Job description

Description
The Sr. Program Manager oversees the coordination and administration of all aspects of implementation and custom development efforts for an enterprise partner.
As a member of the team, the candidate will work with our Enterprise clients in defining feature requirements and oversee the development of those features from inception to release.
The Sr. Program Manager also leads the analysis, documentation, and management of business requirements and will ensure that requirements are fully understood by the technical team before solutions are designed and implemented.
The ideal candidate must be comfortable working directly with clients and must be able to articulate technology and product positioning to both business and technical users.
Job Responsibilities
  • Work with Enterprise partners to determine feature set needs
  • Understand business needs, and gather and interpret functional and technical requirements
  • Understand technical details concerning how our software works and the problems they solve for our clients
  • Provide program management support for complex integration and custom development efforts
  • Write functional requirement documents for Product Owners who break down the requirements into user stories for SCRUM teams
  • Mentor and train Program Managers
  • Identify and engage all key stakeholders, contributors, business and technical resources required for projects and ensure contributors are motivated to complete tasks within the parameters of the project plan
  • Work with Development to communicate partner needs and strategize on how to incorporate the needs into the existing platform
  • Collaborate with business owners, financial planners and software engineers in the design and development of financial planning software
  • Work with Software Engineering and Quality Assurance to ensure software implementations meet partner business requirements
  • Work with Software Engineering and Quality Assurance to configure and test enterprise-specific software installations
  • Support QA with direction, support and writing of test cases in the areas of auditing and testing
  • Serve as Technical Support liaison to Customer Service regarding issue tracking and problem resolution
  • Be the single point of contact between the Enterprise partner and internal team
  • Work with PMO to coordinate resources between engineering, QA and self for the duration of the project
  • Manage the project life cycle to ensure comprehensive, timely and high-quality outcomes for software project delivery
  • Serve as informal project manager and communicate with both internal and external partners with project status and weekly status reports
  • Serve as the point person and be on-call during the product release
  • Review contracts pertaining to software functionality and write statements of work for custom partner work
  • Remain current on technical and professional developments affecting areas of responsibility

Requirements
  • Bachelor's degree in Computer Science or related field or equivalent experience required
  • 6+ years' experience in a combination of program management, business analysts, project management and/or software application development in the financial services industry

Skills
  • Clear understanding of enterprise software implementation and technical services
  • Experience with software application development
  • Strong requirements gathering, analytical and diagnostic skills
  • Ability to work on multiple projects concurrently with competing priorities
  • Experience working in a software development arena building Financial Software applications
  • Working knowledge of Financial Planning concepts or experience in the Financial Services industry
  • Be able to wear multiple hats - program manager, project management, business analysis, specification writer
  • Excellent written, oral, and listening communication skills
  • Ability to resolve conflicting end-user requirements
  • Strong analytical and diagnostic skills
  • Top notch organizational skills and ability to work within processes
  • Working knowledge of Microsoft Office, Microsoft Project and Microsoft Visio
  • Detailed oriented
  • Team player

The salary range for this position is $106,000 - $140,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

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