eMoney Advisor reviews

3.8

73% would recommend to a friend

(268 total reviews)

Susan McKenna

91% approve of CEO

63% positive business outlook

eMoney Advisor has an employee rating of 3.8 out of 5 stars, based on 268 company reviews on Glassdoor which indicates that most employees have a good working experience there. The eMoney Advisor employee rating is in line with the average (within 1 standard deviation) for employers within the Information Technology industry (3.9 stars).

Reviews by job title

268 reviews
4.0
Apr 28, 2019
Recommend
CEO approval
Business Outlook

Pros

The most intelligent employees you’ll ever work with. The product is the single best on the market for brokerage and insurance firms looking to guide their clients wealth and assets into retirement and beyond.

Cons

Upper management needs to focus more on proper hierarchy and solution based outcomes, rather than team approach to every single issue no matter how minor the task.

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.
Viewing 172 - 174 of 268 Reviews

Glassdoor has 294 eMoney Advisor reviews submitted anonymously by eMoney Advisor employees. Read employee reviews and ratings on Glassdoor to decide if eMoney Advisor is right for you.