eMoney Specialist & FInancial Planner
eMoney Specialist & FInancial Planner
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Lead the creation implementation and ongoing maintenance of financial plans using the eMoney platform
- Serve as the in-house eMoney experttroubleshoot issues ensure data accuracy and drive adoption across the team
- Collaborate with advisors to develop planning strategies aligned with client goals
- Present planning concepts to clients in a clear compelling and relatable manner
- Monitor and update client plans based on changes in life circumstances or financial markets
- Assist in onboarding new clients into the eMoney platform
- Stay current on financial planning trends tools and regulations
- Bachelors degree in Finance Accounting Economics or related field
- CFP designation (or progress toward CFP strongly preferred)
- 2 years of experience in financial planning or a client-facing advisory role
- Proficiency in eMoney is required
- Strong interpersonal skills and ability to communicate complex ideas simply
- Organized detail-oriented and able to manage multiple planning cases simultaneously
- Competitive salary and performance-based incentives
- Health dental and vision benefits
- 401(k) with company match
- Opportunities for professional growth and continuing education
- Supportive collaborative team culture
- Access to planning tools and resources
Required Experience:
Unclear Seniority
Employment Type
Full Time
