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Emoney Advisor Jobs (NOW HIRING)

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 · 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 ...

eMoney Advisor, LLC

VP, Growth Marketing

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

Client Service Associate

Rockford, IL · On-site

$14.50 - $20/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 ...

eMoney Advisor, LLC

VP, Growth Marketing

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.

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health ...

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 ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health ...

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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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Emoney Advisor jobs near you
Financial Planner

Financial Planner

TalentLink Solutions

Remote

$77K - $104K/yr

Full-time

Posted 15 days ago

Job description

About Us
We are a boutique tax strategy and wealth management firm specializing in comprehensive, high-touch financial planning for high-income entrepreneurs. Our clients depend on us for meticulous, ongoing guidance across tax optimization, cash flow management, entity structuring, and legal strategy. We differentiate ourselves by performing all discovery and planning work internally, engaging best-in-class external partners only for specialized execution in tax strategy, investments, and insurance. We are a small, high-performing team united by a singular focus: delivering exceptional outcomes for our clients. We operate in a fully remote environment that rewards discipline, collaboration, and results.
The Opportunity
We are seeking a seasoned advisor and planner ready to own complex, high-stakes client relationships from strategy through execution. In this role, you will lead the development and ongoing management of integrated financial plans, delivering sophisticated recommendations across tax, legal, investments, insurance, cash flow, and private investments and real estate. You thrive in an environment where no two client situations are alike, and you take pride in leaving no detail unaddressed. You are a proactive problem-solver, a natural project manager, and a trusted advisor who understands that the work isn't done until the client is truly taken care of. This is a high-autonomy, fully remote role with a focused book of no more than 30 client relationships.
Key Responsibilities
  • Partner with clients to analyze, research, and implement solutions in their individual financial situations; in partnership with a Senior Advisor on as needed basis
  • Leads strategic development of financial plans; continuously monitor clients' financial situations with detail and accuracy, with the ability to see the entire strategic financial picture
  • Collaborate with client's other professionals i.e., attorney's and CPA's and any other external sources
  • Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings
  • Focus entirely on the client experience to keep clients through and beyond consulting cycle, always looking for more opportunities to deepen the relationship
  • Maintain high ethical standards and confidentiality at all times
  • Prepare, coordinate, and follow through on any needed communication with new or existing clients
  • Partner with Associate Advisor as available or needed on client work
  • Use CRM to manage client workflow and document client activity
  • Continue to help build infrastructure within the firm through team meetings - workflows, instructions, etc.
  • Maintain and continue to build internal software effectiveness
  • Track Client Referrals - input referrals into CRM as prospects and set follow up for appropriate party

Qualifications
  • Bachelor's degree required, preferably in business, accounting, finance, economics
  • Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD)
  • Experience working with ultra-high income or net-worth entrepreneurs and business owners highly preferred
  • Ability to manage complex client projects, with a thoughtful and diligent process
  • Excellent knowledge of regulations, financial planning and investment management
  • Advanced level proficiency in Microsoft Office
  • Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistiplan or similar softwares preferred
  • Experience working with Schwab as custodian preferred
  • Strong verbal and written communication skills
  • Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems

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