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eMoney Advisor

Engaged Employer

eMoney Advisor reviews

3.8

75% would recommend to a friend

(60 total reviews)

Susan McKenna

92% approve of CEO

65% positive business outlook

Ratings by category

4.2

Work/Life balance

4.1

Diversity & inclusion

3.9

Culture & values

3.6

Compensation and benefits

3.6

Career opportunities

3.2

Senior management

Ratings by demographic groups

Reviews by job title

60 reviews

Reviews about "Compensation"

Return to all reviews
3.0
Aug 23, 2018

Sales Rep

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

- Culture was inclusive - State-of-the-art HQ in Philly suburbs - Executive management was approachable and genuinely interested in new ideas and feedback from workforce - Industry-leader in providing advisers with comprehensive practice management software -SaaS

Cons

- Pay is below industry average - Nepotism- many associates have parents that are very successful advisers that use eMoney - 95% of employees do not understand financial planning basics-- No FIN, all TECH - Lack of organization/communication between departments - Difficult to assess where you stand in terms of your work performance - 401k plan is weak and health insurance is not comprehensive

avatar
eMoney Advisor Response
7y
Thanks for the feedback. We’re glad to hear you’ve had positive experiences with the leadership team and our culture as we’re committed to creating a comfortable, transparent and collaborative environment for all our employees. We value and consider all feedback and we’ll continue to find ways to improve but would encourage you to please email feedback@emoneyadvisor.com to further discuss your concerns.
3.0
May 30, 2018

Getting Too Corporate

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Most of the people are very friendly Benefits

Cons

Once Fidelity took ownership of the company, a lot of things changed, and not in all in a good way. Sure, you want to have structure and "by the book" policies, but too much change in a small amount of time isn't always the best practice (they even cut the PTO for new hires!!). I started to work at eMoney because I only heard GREAT things about the staff, culture, benefits, etc. Once the shift happened, the whole vibe in this place changed. Probably not intentionally. but it did. Management and some of the heads of other departments can put on a happy face front but let's be real, I can't see the company staying on Top Places to Work for much longer with salary caps, restrictions, and removing the "fun" from the workplace.

avatar
eMoney Advisor Response
8y
As we grow as a company, we strive to maintain a culture based on integrity, passion and fun, among other core values. We value your feedback and encourage you to contact feedback@emoneyadvisor.com to talk more about your experience at eMoney.
4.0
May 22, 2018

Great Job but pay should be better

Sales associate
Recommend
CEO approval
Business Outlook

Pros

Work from home options, flexible scheduled, great benefits and time off. The environment and people you work with are all amazing. Great opportunities to grow or move to another department based on interest.

Cons

Only real downside is the pay, no matter what field you are in, if you are just starting off the pay is below average of other industries, after being here for a year you can start to increase the salary but the pay increases are still not that significant. Most people here work second jobs.

Viewing 43 - 45 of 60 Reviews
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