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Emoney Advisor Jobs (NOW HIRING)

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 ...

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 ...

SWMG

Financial Planner

Fort Worth, TX · On-site

$70K - $75K/yr

... including eMoney Advisor to input data, create scenarios, and generate reports Complete client assumptions, asset allocation recommendations, and plan documentation Maintain strong client ...

Invst

Client Service Specialist

Indianapolis, IN · On-site

$16.25 - $21.50/hr

Experience with eMoney Advisor, Salesforce, Microsoft Excel, and Entrepreneurial Operating System (EOS) is a plus * Ability to learn quickly and grow within the firm * Desire to advance ...

SWMG

Financial Planner

Fort Worth, TX · On-site

$70K - $75K/yr

... including eMoney Advisor to input data, create scenarios, and generate reports Complete client assumptions, asset allocation recommendations, and plan documentation Maintain strong client ...

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Emoney Advisor information

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How much do emoney advisor jobs pay per hour?

As of Jun 30, 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.

Is $100,000 enough to work with a financial advisor?

As an Emoney Advisor, working with clients who have $100,000 or more is common, as this amount typically qualifies for comprehensive financial planning services. Many advisors set minimum account sizes or fees, so clients with $100,000 often receive tailored advice on investments, retirement, and estate planning. However, some advisors offer services for lower balances or hourly consultations, depending on their fee structure and client needs.

What companies use eMoney Advisor?

Many financial advisory firms and wealth management companies use eMoney Advisor to provide financial planning and client management services. The platform is popular among registered investment advisors (RIAs) and financial planners who seek comprehensive planning tools and client portals.

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 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.

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 owned by Fidelity?

eMoney Advisor is a financial planning software company owned by Fidelity Investments. As a subsidiary, it provides tools for financial advisors to deliver comprehensive wealth management services. The platform is widely used in the financial advisory industry for client planning and data aggregation.
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SVP, Development and Enterprise Architecture

SVP, Development and Enterprise Architecture

eMoney Advisor, LLC

Remote

Full-time

Medical, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Key responsibilities

  • Define and evolve the enterprise architecture vision across application, data, and AI layers, aligned to business strategy.

  • Lead global engineering teams to deliver high-quality products and enhancements with speed, predictability, and quality.

  • Drive adoption of generative AI and machine learning to improve developer productivity, code quality, and delivery velocity.

Job description

Description
The SVP of Development and Enterprise Architecture leads the evolution of eMoney Advisor's engineering organization into an AI-first, platform-driven, and product-centric ecosystem. This leader is responsible for redefining how software is built, delivered, and operated by embedding AI, automation, and data intelligence across the entire software development lifecycle.
This role leads both Development and Architecture, partnering closely with Product Leadership and other Business leaders to deliver differentiated wealth management and financial wellness solutions, ensuring engineering teams understand what, why, and the expected outcomes of every initiative. Ensure development leaders can clearly articulate the customer problem being solved, the strategic rationale, and the business benefits of their work.
Foster a culture where engineers actively participate in solution design and innovation, not simply execution.
The SVP will build and scale high-quality, intelligent platforms, systems, and services that are extensible, resilient, secure, and continuously evolving.
As a key member of the Technology leadership team reporting to the Head of Technology, this role is accountable for driving engineering strategy, accelerating delivery through AI-enabled practices, and creating sustainable competitive advantage through technology innovation.
Architecture & Platform Strategy
  • Define and evolve the enterprise architecture vision across application, data, and AI layers, aligned to business strategy.
  • Lead the transition to a platform engineering model enabling self-service, reusable capabilities, and developer acceleration.
  • Architect systems that are cloud-native, API-first, event-driven, and designed for continuous change and scale.
  • Establish patterns for AI integration, including model orchestration, feature reuse, and real-time decisioning.

AI-First Engineering Transformation
  • Define and execute an AI-first engineering strategy that embeds AI agents, and automation across the SDLC (design, coding, testing, deployment, and operations).
  • Drive adoption of generative AI and machine learning to improve developer productivity, code quality, and delivery velocity.
  • Establish governance, security, and risk management practices for responsible AI usage across engineering.

Product Engineering & Delivery Excellence
  • Lead global engineering teams to deliver high-quality products and enhancements with speed, predictability, and quality.
  • Modernize development practices through AI-assisted engineering, CI/CD, trunk-based development, and infrastructure as code.
  • Own and improve key engineering metrics (e.g., DORA metrics, developer experience, cycle time, defect rates).
  • Partner with Product to align delivery with business priorities, driving measurable customer and business outcomes.

Data & AI Integration
  • Partner with Product leadership to embed AI/ML capabilities directly into core products and workflows.
  • Enable scalable data platforms and pipelines that support real-time insights and intelligent experiences.
  • Promote reuse of data, models, and AI services across the organization to maximize leverage and consistency.

Engineering Excellence, Quality & Security
  • Champion a "built-in quality" mindset with automation, AI-driven testing, and shift-left practices.
  • Partner with QA leadership to evolve testing into an AI-enabled, continuous quality engineering discipline.
  • Partnering with Information Security lead secure-by-design practices and application security modernization, including proactive risk detection and remediation.

Organizational Leadership & Talent Development
  • Build, lead, and inspire a high-performing global organization of engineers and architects.
  • Upskill teams on AI-native development, modern architecture, and platform engineering practices.
  • Foster a culture of innovation, experimentation, accountability, and continuous learning.
  • Align organizational structure and talent to evolving business and technology priorities.

Strategy, Innovation & Thought Leadership
  • Act as a thought leader on emerging technologies, particularly AI/ML, and their application to wealth management.
  • Continuously assess industry trends to inform platform evolution and competitive differentiation.
  • Influence executive stakeholders by translating technology strategy into business value and outcomes.
  • Continually drive modernization of the existing technology base across cloud, data, AI, and distributed systems.

Governance & Operational Excellence
  • Help establish lean governance, standards, and architectural guardrails to ensure consistency without slowing innovation.
  • Help oversee budgets, resource allocation, and global delivery models to optimize efficiency and effectiveness.
  • Ensure compliance with enterprise architecture standards, regulatory requirements, and security best practices.

Customer, Market, and Competitive Awareness
  • Continuously seeking insight into customer needs, industry trends, and emerging technologies.
  • Ensuring engineering teams understand how the company's technology creates a competitive advantage.
  • Partnering with Product and Strategy leaders to ensure engineering investments support winning in current and future markets.
  • FinTech experience is a plus, but not required

Requirements
  • Bachelor's degree in computer science or related field (advanced degree preferred).
  • 15+ years of experience leading large-scale engineering and architecture organizations.
  • Proven track record of delivering complex, scalable, enterprise-grade platforms in a regulated environment (financial services preferred).
  • Deep expertise in modern architecture patterns (microservices, APIs, cloud-native, event-driven systems).
  • Hands-on experience with AI/ML technologies, including generative AI and LLM-based systems, and their application in products and engineering workflows.
  • Experience driving DevOps, SRE, and platform engineering transformations.
  • Strong understanding of data architecture, data platforms, and AI integration patterns.
  • Demonstrated success leading global, distributed teams and driving large-scale organizational change.
  • Exceptional communication skills with the ability to influence both technical and non-technical stakeholders.

Skills
  • Collaborative executive capable of building alignment across engineering, product, and business teams and effectively and clearly communicate software engineering concepts to technical and non-technical audiences.
  • Demonstrated ability to establish technical leadership in highly volatile environments for mission & revenue-critical customer-facing applications.
  • Vast experience with managing the development of cloud-based applications and development of APIs, web services as part of a SaaS Software product.
  • Deep expertise in modern data, AI/ML and cloud technologies.
  • Courageous leader with poise and the ability to act calmly and competently in high-pressure, high-stress situations.
  • Must be a critical thinker, with strong problem-solving skills, project management skills: financial/budget management, scheduling, and resource management.
  • A strong solution orientation with a penchant for not only identifying problems but also finding ways of solving them within typical business constraints.
  • Ability to lead and motivate cross-functional, interdisciplinary teams to achieve strategic goals.
  • Strong experience overseeing a culture of coaching, development and mentorship and communicating the importance of this in your organization is a must; Hold a growth mindset and a passion for learning.

The salary range for this position is $279,000 - $346,000; 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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