Good company - Client Services eMoney Advisor Employee Review

4.0
May 13, 2021
Recommend
CEO approval
Business Outlook

Pros

Good working environment, work from home, they teach you what you need to learn, good co workers

Cons

Not much growth yet, wish we would get paid more for learning so much about finance and how to use the software to teach advisors finance

Explore other reviews about eMoney Advisor

5.0
Feb 18, 2026
Recommend
CEO approval
Business Outlook

Pros

Great technology and benefits. Incredibly smart people work here!

Cons

Teams sometimes can feel siloed.

3.0
Feb 26, 2026
Recommend
CEO approval
Business Outlook

Pros

The people are the best part - talented, collaborative peers who care about doing the right thing for clients. The role offers meaningful client exposure, complex problem solving and strong growth in cross functional communication and influence.

Cons

Leadership effectiveness and alignment have been a recurring challenge for the past few years. Communication can feel inconsistent, and key decisions are sometimes shared late, after they are effectively final. There is a strong emphasis on being proactive and client first, but leadership does not always model that same urgency and follow through. As a result, teams sometimes make more headway by collaborating directly with each other rather than relying on leadership channels, and clearer ownership and alignment at the top would reduce challenges and improve execution.

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