ZipRecruiter

Log In

1

Emoney Advisor Jobs (NOW HIRING)

Choreo

Client Service Associate

Potomac, MD · On-site

$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

Potomac, MD · On-site

$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

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 ...

ECG Resources

SVP/Head of Wealth Planning

Manhattan, NY · On-site

Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance * Conducting eMoney training sessions expanding overall usage of eMoney ...

Empeople Credit Union

Wealth Planner

Moline, IL · On-site

$75K - $113K/yr

Manages all aspects of eMoney Advisor & RightCapital software programs; this includes assisting and training clients and Financial Advisors on the functionalities within the systems. Help clients ...

previous page

Showing results 41-60

All JobsEmoney Advisor Jobs

Emoney Advisor information

See salary details

$12

$25

$45

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.
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 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/Support Advisor

Kestra Financial Independent Advisor

Wappingers Falls, NY • On-site

Full-time

Re-posted 23 days ago

Job description

The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

This is a full-time, in-person position, and the selected candidate is expected to be on-site in the office in Wappinger Falls five days per week.

Essential Duties and Responsibilities

  • Supports Lead Advisor, including managing client needs regarding service, asset allocation, case design and financial planning
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation/notes
  • Consult with lead advisor 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
  • Learn the technical aspects of the advisor position and prepare to service clients independently
  • 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/video meetings
  • Clearly articulate complex concepts to clients
  • Proactively communicate with clients and follow up on all contacts assigned
  • 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, client focus, and teamwork
  • Other duties as assigned 
Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Strong understanding of financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Excellent communication skills, both verbally and in writing
  • 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 product wholesalers
  • Experience with the following software is preferred
  • Redtail client CRM
  • MoneyGuide Pro/Elite
  • eMoney
  • Morningstar Advisor Workstation
Education and/or Experience
  • Bachelor’s degree in finance, accounting, or related field
  • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
  • Series 7 and 63 required
  • Series 65/66 preferred: (or ability to obtain)