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Emoney Advisor Jobs (NOW HIRING)

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Fairfax, VA · 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.

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Client Services Associate

Gaithersburg, 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 ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

Proficient in eMoney Advisor or similar financial planning software * Desire to pursue CFP designation Desired Qualifications/Skills: * Technology savvy, proficient with Microsoft Office * In process ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

Proficient in eMoney Advisor or similar financial planning software * Desire to pursue CFP designation Desired Qualifications/Skills: * Technology savvy, proficient with Microsoft Office * In process ...

TalentWealth

Client Planning Coordinator

Red Bank, NJ · On-site

Experience with eMoney Advisor financial planning software is a plus * Strong understanding of the financial planning process and the ability to work comfortably with detailed client financial ...

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.

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 ...

Stifel

Client Advisor

San Francisco, CA · On-site

$130K - $170K/yr

The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each ...

Stifel

Client Advisor

San Francisco, CA · On-site

$130K - $170K/yr

The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each ...

Stifel

Client Advisor

San Francisco, CA · On-site

$130K/yr

The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each ...

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Emoney Advisor information

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How much do emoney advisor jobs pay per hour?

As of Sep 2, 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.

Client Services Associate

MV Financial Group, MV Capital Management Inc.

Alexandria, VA • On-site

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 26 days ago

Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • 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 is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.