ZipRecruiter

Log In

1

Experience With Emoney Jobs (NOW HIRING)

Madison Professional Group

Wealth Manager

Frisco, TX · Hybrid

Hands-on experience with eMoney financial planning software (required) * Proven track record of working directly with clients on financial planning and account management * Strong understanding of ...

New

Lido Advisors

SVP, Advanced Wealth Planning

Requirements - Bachelor's degree - 5+ years of experience in financial planning/estate planning - CFP ® designation - Experience with eMoney Advisor - Experience with complex estate planning We are ...

New

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$74K - $99K/yr

Experience in supporting financial planning data collection, entry, and process * General knowledge of compliance rules and regulations within wealth management * You have worked with eMoney client ...

eMoney Advisor, LLC

Client Support Specialist

$48K - $61K/yr

... advisors with financial planning scenarios within the eMoney platform • Keep abreast of new ... experience in a call center/customer service/support role or relevant experience, including ...

eMoney Advisor, LLC

Client Support Specialist

$48K - $61K/yr

... advisors with financial planning scenarios within the eMoney platform • Keep abreast of new ... experience in a call center/customer service/support role or relevant experience, including ...

W3Global Inc.

Paraplanner

Albuquerque, NM · Hybrid

$55K - $75K/yr

Familiarity with eMoney or similar planning software * Experience with CRM and workflow systems * Insurance or investment operations familiarity * CFP coursework or interest in pursuing CFP ...

eMoney Advisor, LLC

Business Intelligence Analyst

$80K - $100K/yr

... eMoney by transforming raw data into meaningful insights. This role goes beyond foundational ... Proficient in SQL, with experience writing and optimizing complex queries in a business environment.

next page

Showing results 1-20

All JobsExperience With Emoney Jobs

Experience With Emoney information

How much does a client support specialist make at eMoney?

A client support specialist at eMoney typically earns between $45,000 and $60,000 annually, depending on experience and location. The role often requires strong communication skills and familiarity with financial software tools.

How does an eMoney advisor work?

An eMoney advisor uses financial planning software to help clients create and manage personalized financial plans, including budgeting, investments, and retirement strategies. They analyze client data, provide recommendations, and often hold meetings to review progress, requiring strong communication skills and financial knowledge. The role may involve certifications such as CFP or CFA and working in a client-focused environment.

What companies use eMoney?

Many financial advisory firms and wealth management companies use eMoney Advisor, a financial planning software. These companies often employ financial planners and advisors who utilize eMoney for client planning, reporting, and analysis. The platform is widely adopted in the financial services industry for its comprehensive planning tools.

What is the difference between Experience With Emoney vs Experience With Digital Payment Specialists?

AspectExperience With EmoneyExperience With Digital Payment Specialists
CredentialsKnowledge of e-wallets, mobile money, and related certificationsSimilar certifications in digital payments and financial technology
Work EnvironmentFinancial institutions, fintech companies, mobile network operatorsFintech firms, banks, payment service providers
Industry UsageCommonly used in mobile money and e-wallet servicesUsed in digital payment processing and online transaction platforms
Search & Comparison IntentPeople looking for experience in electronic money solutionsIndividuals comparing roles in digital payment systems

Experience With Emoney and Experience With Digital Payment Specialists both involve working with electronic payment systems. However, Emoney focuses more on mobile wallets and mobile money services, while Digital Payment Specialists cover a broader range of online and digital transaction platforms. Both roles require similar certifications and are prevalent in fintech and banking industries.

Is eMoney a good planning tool?

For professionals involved in financial planning, eMoney is considered a comprehensive planning software that offers tools for cash flow analysis, goal tracking, and client management. It is widely used by financial advisors to create detailed financial plans and improve client engagement. Familiarity with eMoney can be a valuable skill for financial planners and advisors seeking to enhance their planning capabilities.
Infographic showing various Experience With Emoney job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 93% Full Time, 1% Temporary, and 5% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.
SVP/Head of Wealth Planning

SVP/Head of Wealth Planning

ECG Resources

Manhattan, NY

Other

Posted 18 days ago

Job description

SVP/Head of Wealth Planning

Summary

Working in conjunction with the firm’s wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients’ financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members.

Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm.

Key Responsibilities

  • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software
  • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings
  • 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 planning software
  • Participating on the firm’s committee discussing industry best practices and firm level processes

Qualifications and Experience

  • 15+ years of experience working directly with clients in a financial planning capacity
  • Proven track record of consistently meeting or exceeding predetermined key objectives
  • Strong executive presence, active listening, client preparedness, and presentation skills
  • Experience managing and training team members
  • Deep knowledge of financial planning, insurance, retirement savings vehicles
  • Expert proficiency in eMoney software
  • CFP designation required

Apply