Good company - Client Services eMoney Advisor Employee Review

4.0
13 May 2021
Recommend
CEO approval
Business outlook

Pros

Good working environment, work from home, they teach you what you need to learn, good co workers

Cons

Not much growth yet, wish we would get paid more for learning so much about finance and how to use the software to teach advisors finance

Explore other reviews about eMoney Advisor

5.0
18 Feb 2026
Recommend
CEO approval
Business outlook

Pros

Great technology and benefits. Incredibly smart people work here!

Cons

Teams sometimes can feel siloed.

3.0
27 May 2026
Recommend
CEO approval
Business outlook

Pros

Excellent work-life balance, supportive management, genuinely kind people (really enjoyed my time with my co-workers!)

Cons

Outdated legacy codebase. Many tasks required downskilling. Questionable architectural decisions made by higher-ups. Slow upper-management.

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