ZipRecruiter

Log In

1

Experience With Emoney Jobs (NOW HIRING)

RIA Recruiting

Paraplanner

Independence, OH

Experience with eMoney platforms a plus * FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our ...

RIA Recruiting

Paraplanner (Remote)

Independence, OH · Remote

$80K - $100K/yr

Experience with eMoney platforms a plus * FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 1530-minute Zoom interview conducted by our ...

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.

Invst

Client Service Specialist

Indianapolis, IN

$16.25 - $21.50/hr

Experience with eMoney Advisor, Salesforce, Microsoft Excel, and Entrepreneurial Operating System (EOS) is a plus * Ability to learn quickly and grow within the firm * Desire to advance ...

Leading Financial Advisory Firm

Paraplanner

Independence, OH · On-site +1

$80K - $100K/yr

Experience with eMoney platforms a plus * FPQP or CFP designations not required, but would be a plus Hiring Process Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our ...

Capital Preservation Partners, Inc

Be Seen First

Practice Operations and Client Service Manager

Bronxville, NY · On-site

$55K - $70K/yr

... Experience with eMoney, Wealthbox, Redtail, Salesforce, or comparable CRM is a plus Experience coordinating vendors or property operations is a plus Job Type: Full-time Schedule: * Monday to Friday

Mariner Finance

Client Service Associate

Troy, MI · On-site

$13.75 - $19/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Sylvan Lake, MI · On-site

$14.25 - $19.75/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Pontiac, MI · On-site

$14.50 - $19.75/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Beverly Hills, MI · On-site

$13.75 - $19/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner

Client Service Associate

Scottsdale, AZ

$14.75 - $20.25/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner

Client Service Associate

Bloomfield Hills, MI

$13.75 - $19/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner

Client Service Associate

Bloomfield, MI · On-site

$60K - $75K/yr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

Mariner Finance

Client Service Associate

Winter Park, FL · On-site

$13.75 - $18.75/hr

Experience with eMoney a plus * Positive attitude toward client relations to provide exceptional, proactive client service * Demonstrated ability to manage multiple tasks and maintain the necessary ...

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.

Paraplanner

RIA Recruiting

Independence, OH

Full-time

Medical, Life, Retirement, PTO

Posted 12 days ago

Job description

Paraplanner - Tempo Wealth

Location: Independence, OH
Website: TempoWealth.com

Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Paraplanner to join our expanding team and play a key role in building and updating complex financial plans.

This position can be hybrid after a training period in the office

Salary & Benefits

  • Salary Range: $80,000 - $100,000, commensurate with experience and credentials
  • Company-paid health insurance
  • 401(k) with safe harbor contribution
  • Group life and disability insurance
  • Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
  • No business development requirements

Key Responsibilities

  • Assist in preparing financial plans, analyses, and client reports
  • Support the wealth planning team through financial planning research tailored to each client's unique circumstances
  • Client meeting preparation and follow up
  • Data gathering from clients and other professionals and data entry into financial planning software
  • Model scenarios for clients with executive compensation and stock-based benefits
  • Assist in creating planning deliverables, recommendation summaries, and client meeting materials
  • Build, maintain, and update detailed financial planning scenarios, including retirement projections, cash flow analyses, tax-sensitive planning strategies, equity compensation modeling, deferred compensation analyses, and concentrated stock planning

Qualifications

  • Minimum 3 years paraplanning/planning experience
  • Excellent written and verbal communication skills, both internally and client-facing
  • Strong research and analytical abilities
  • Tech-savvy, with the ability to learn quickly
  • Organized and detail-oriented
  • Experience with eMoney platforms a plus
  • FPQP or CFP designations not required, but would be a plus

Hiring Process

Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.

Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.

Employment Type: FULL_TIME

Apply