Certified Financial Planner - Certified Financial Planner eMoney Advisor Employee Review

5.0
Dec 28, 2021
Recommend
CEO approval
Business Outlook

Pros

Great company of colleagues, 100% paid health insurance, 3.5% 401K match, competitive salaries, excellent working environment.

Cons

You have to give up your security licenses.

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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