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60 Emoney Advisor Tech Lead Jobs Hiring Near You

NewEdge Capital Group LLC

Wealth Strategist

Stamford, CT

$150K - $190K/yr

Build and maintain comprehensive plans using eMoney Advisor, serving as the team's primary power ... lead trusts, and private foundations. * Quantify tax and wealth transfer benefits of charitable ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Organize and lead client meetings and phone conferences. * Develop relationships with COIs to ... Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Organize and lead client meetings and phone conferences. * Develop relationships with COIs to ... Experience with eMoney Advisor, Orion, and Salesforce. * Experience working with Fidelity and ...

SWMG

Financial Planning Manager

Fort Worth, TX · On-site

$90K - $115K/yr

Business Professional Responsibilities Lead, coach, and develop a high-performing remote team of ... with eMoney Advisor High attention to detail with a strong commitment to quality and accuracy ...

Altruist

Implementation Manager, Hazel AI

San Francisco, CA · Hybrid

$150K - $180K/yr

Lead data migration efforts, including pulling client data from financial planning tools such as ... eMoney, and custodial data formats. * Experience supporting RIAs, advisor technology platforms, or ...

Moro Tech

Tech Lead

Plano, TX · On-site

About the role We are looking for a Technology Lead to help shape and translate business demand ... Act as a trusted technical advisor during customer and stakeholder engagements * Collaborate with ...

MORO TECHNOLOGY CORPORATION

Tech Lead

Plano, TX · On-site

About the role We are looking for a Technology Lead to help shape and translate business demand ... Act as a trusted technical advisor during customer and stakeholder engagements * Collaborate with ...

MORO TECHNOLOGY CORPORATION

Tech Lead

Plano, TX · On-site

About the role We are looking for a Technology Lead to help shape and translate business demand ... Act as a trusted technical advisor during customer and stakeholder engagements * Collaborate with ...

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Associate Financial Advisor - Bergenn Financial Group

Kestra Financial Independent Advisor

Hartford, CT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 20 days ago

Job description

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.
Essential Duties and Responsibilities
  • Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients 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 (eMoney Advisor)
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
  • 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
  • Clearly articulate complex concepts to customers
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to 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, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities
  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Proficiency in eMoney Advisor financial planning software is strongly preferred
  • Excellent communication skills, both verbal and written
  • 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 influence others

Requirements
Experience
  • The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
  • The ideal candidate must have a minimum of $10mm in assets under management

Certificates, Licenses, Registration
  • Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
  • Life & Health licenses preferred but not required.

Benefits
Paid time off
Retirement Plan with Matching Contribution
Group life and disability are available

Apply