eMoney Advisor, LLC delivers financial-planning technology that empowers more than 138,000 advisors to serve over 7 million U.S. households. Its platform streamlines client management, enhances advisor marketing, and automates back-office operations, allowing firms of all sizes to focus on personalized wealth management. By integrating comprehensive planning tools with data-driven insights, eMoney strengthens client relationships and accelerates business growth, setting a high standard for fintech solutions in the wealth-management industry.
Open Positions
Client Support Specialist
2+ years of experience, Bachelor’s Degree, and financial planning designations preferred
Director of Finance
10+ years of experience in Finance, 5+ years of managerial experience, Bachelor's degree in Finance, Accounting, Economics or equivalent
Associate Business Intelligence Analyst
Bachelor's degree in a quantitative discipline, 0-2 years of experience in data science, and ability to use SQL queries
Associate Software Engineer
B.S. in Computer Science, 0-3 years of experience, and willingness to learn new technologies
Sales Operations Specialist
Bachelor’s degree, 3+ years sales experience, experience with project management
Associate Client Support Specialist
0-1 years of experience in customer service/support role, familiarity with web applications, and bilingual in English and Spanish (plus)
Senior New Business Sales Executive – Enterprise Accounts
10+ years of experience, Bachelor's degree, strong communication and analytical skills
Sales Development Representative
Bachelor’s degree required. 3+ years’ experience in Demand Generation or Inside Sales. Familiarity with CRM/contact management systems & high-volume sales preferred
Client Support Specialist
2+ years of experience, Bachelor’s Degree, Financial planning related designations
Procurement Analyst
Bachelor’s degree in Business Administration, Supply Chain Management, Finance, or related field, 2-4 years of experience, strong analytical skills
+11 More Jobs Available!
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