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Emoney Advisor Jobs (NOW HIRING)

eMoney Advisor

VP, Growth Marketing

Stamford, CT · Remote

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.

CAPTRUST

Senior Wealth Planning Associate

Raleigh, NC

$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

Senior Wealth Planning 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 ...

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 ...

Choreo

Client Service Associate

Petaluma, CA

$16.75 - $23/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.

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

$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.

Transitions Wealth Advisors

Be Seen First

Financial Advisor

San Jose, CA · On-site

$150K - $200K/yr

The candidate will be expected to utilize their advisor skills, knowledge and experience in risk ... Creating financial models in planning software (eMoney) * Develop strategic recommendations for ...

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All JobsEmoney Advisor Jobs

Emoney Advisor information

See salary details

$12

$25

$45

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 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 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.
Associate Director, Wealth Management

Associate Director, Wealth Management

Choreo

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago

Job description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.

Primary Responsibilities:

  • Serve on the client service team to assist in managing client relationships.
  • Involvement in client and prospect meetings as well as networking opportunities.
  • Develop competency with our eMoney financial planning software to assist in developing financial plans.
  • Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
  • Develop competency in our CRM, manage workflows and related documentation requirements.
  • Facilitate best practices and assist in monitoring and satisfying compliance requirements.

Basic Qualifications:

  • Undergraduate Degree, preferably in a business-related field
  • Minimum 7 years in the Wealth Management/Financial Services industry
  • 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 with prospects, clients, and team members
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
  • Basic knowledge of income taxes and effects of portfolio transactions on income taxes
  • Active series 65 license; CFP highly preferred

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.