eMoney Advisor reviews

3.8

75% would recommend to a friend

(60 total reviews)

Susan McKenna

92% approve of CEO

65% positive business outlook

Reviews by job title

60 reviews

Reviews about "Compensation"

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4.0
Aug 9, 2019
Recommend
CEO approval
Business Outlook

Pros

Great culture in the office. I love going to work here each day. They have a very flexible work from home option I choose not to use except only when necessary because I like going to the office so much. Why? I get told again and again to make sure we deliver quality product and to take the time to do it right (first company I've ever heard that from). There is a great learning atittude and encouragement here. There is great emphasis on trying to get better and support to do so. The people are diverse but feel like friends. We play games at lunch. We do team outings.

Cons

benefits are mediocre, weak PTO, good medical, avg 401k, good bonus. Too much attrition in the other office because of historical baggage.

2.0
Apr 16, 2019
Recommend
CEO approval
Business Outlook

Pros

Ok entry level position. You'll learn a lot about new financial terms and concepts that you can then use to further your career. You'll also develop a certain social skill talking with financial advisors with a wide spectrum of personalities. Adaptability and patience will be a needed skill to learn. Remote work available - huge benefit. Free snacks in office. Meals provided periodically.. Benefit package is not great, but slightly above average. Attempts made for a "Fun" work environment.

Cons

Company has been going through a reorganization of structure and culture over the past year and if nothing else, the result has been an even worse unorganized mess. Office politics can make this place feel toxic, best to stay away and keep a positive mindset while here. Pay is way below market. No cost of living adjustment for CA employees leaving you feeling impoverish at times. Good thing you can scape together a few meals in office to help lower costs. Little room for advancement internally. Part of the company reorganization is to hire outside employees for more Sr. roles leaving well qualified internal candidates to be looked over and stuck in a position for a minimum of 18 months, or until they decide to quit. Client service management has no real management experience. Some are quite immature and unprofessional. High turnover. Burnout is a big problem in the client service department and management treats employees as if they are disposable rather than trying to keep their employees motivated or seek coaching opportunities.

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eMoney Advisor Response
7y
Thank you for your feedback. We continue to find ways to improve the eMoney employee experience while planning our path to future success. We remain committed to investing in our people through various benefits such as competitive health plans (with no increase to healthcare premiums to employees in 2 years), in addition to enhancing our learning and development resources for managers and all employees to advance their careers. In the first quarter of 2019 alone, we promoted or transitioned nearly 50 employees into new roles. Additionally, we strive to communicate companywide objectives so each employee, regardless of their role or department, understands how he or she is contributing to eMoney's success. If employees aren’t getting what they need to perform their job, we hope they all feel empowered to go to their manager or a leadership team member with questions or concerns so we can take action as our goal is always to produce an environment where employees feel heard and valued. We encourage you to email feedback@emoneyadvisor.com to further discuss your concerns.
1.0
Feb 21, 2019
Recommend
CEO approval
Business Outlook

Pros

Allows remote employees, offers up to 15% annual bonus

Cons

You're left in the dark due to Fidelity's (parent organization) bureaucratic process.

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eMoney Advisor Response
7y
Although we currently don’t have any mobile developers on staff nor have we ever employed someone with this title, we take all feedback seriously. We collaborate with Fidelity on an ongoing basis, and we make every effort to keep our employees informed about these projects and other companywide initiatives. All news and updates are cascaded down regularly through weekly communications and monthly and quarterly companywide events as well as through managers. (And we’re continually tracking the effectiveness of these methods through surveys and employee feedback to see how we can improve.) Every member of the leadership team operates under an open door policy and welcomes inquiries from employees about our strategic priorities, current projects, etc. If employees aren’t getting what they need to perform their job, we hope they all feel empowered to go to their manager or a leadership team member with questions or concerns so we can take action.
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