eMoney Advisor FAQ

Have questions about working at eMoney Advisor? Read answers to frequently asked questions to help you make a choice before applying to a job or accepting a job offer.

Whether it's about compensation and benefits, culture and diversity, or you're curious to know more about the work environment, find out from employees what it's like to work at eMoney Advisor.

All answers shown come directly from eMoney Advisor Reviews and are not edited or altered.

51 English questions out of 51

March 3, 2020

What is paid time off like at eMoney Advisor?

Pros

The people that you work with are incredible, lots of PTO, flexibility to be innovative in your role, good health benefit packages, and flexible work from home options. Plus, middle-management has significantly improved in the Client Services Department. I truly feel like the people I work with every day care about my ideas and want the best for me but they can only do so much before upper management gets involved.

Cons

No growth potential or appreciation from the top down for employees. This used to be a company that I was proud to work for but moral is down, employees are underpaid, and competition is only getting better. Four years ago we were at the top of our game but a pressure to become more of a "corporate" model started trickling in and now there is a senior leadership team that has no idea how to appreciate or retain their employees. Free cold brew and junk food doesn't make an employee feel appreciated, compensation for working hard does. Increasing the embarrassing amount that we get for our 401k match (for being in the financial services industry) does. These asks have been ignored and have been replaced with "distractions" like free food. When it comes to compensation, we are expected to be happy that we even qualified for a pay raise that is equal to an adjustment for cost of living meaning, we're breaking even each year and are not increasing any pay. Let me emphasize that a cost of living adjustment is the HIGHEST percentage that you can get. On top of that, the company just made quite a few employee cuts and a significant cut to our annual bonuses. Getting a promotion to a higher level is often just a title change, without incentive but you better believe it will be more work. External hires come in with higher pay but end up struggling and need training from the lower level employees. The leveling structure in each department is flawed and you often cannot move into a higher level in your role unless you fulfill a time requirement which means quantity (time in the industry) is more important than quality (of work) here. Normally, that would fly in other companies but with roles in the Client Services department, you need an extensive amount of application knowledge in order to be successful in the role and that not only sets up external hires in a higher role up for failure, but isn't fair to the tenured employees that are trying to continuously grow in the role. So disappointed in the direction that this company has gone and a lot of the tenured employees are losing their loyalty. Such a shame.

Advice to Management

Moral is at an all-time low. Do not cut corners and focus on retaining the good people that you have by compensating them appropriately for their hard work. This is advice for the senior leadership team who is completely out of touch of the worker bees' day-to-day world. This is not directed at middle management. I think the managers, supervisors, seniors, and team members as a whole are incredible at working together and that is what has kept me afloat for so long. To the CLT - show appreciation for your people, please! It is upsetting to see so many go but I can't blame them. I too, am facing the sad reality that eMoney may no longer have my best interest at heart and that it is time to move on.

The people that you work with are incredible, lots of PTO, flexibility to be innovative in your role, good health benefit packages, and flexible work from home options.

March 3, 2020

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November 23, 2021

Does eMoney Advisor offer massages?

Pros

I truly love working for this company and its amazing people. I have hungered for a company that not only permits, but encourages its people to take risks, to challenge "we have always done it this way" processes and eMoney satisfies my cravings for that. Amazing benefits. Competitive pay. Great people.

Cons

Honestly I miss the cool office perks like free coffee, candy, pool tables, jeans every day, but the fact that our entire company has successfully worked 100% remote since March 2020 is a good trade off.

Advice to Management

Find out who the dissatisfied people are BEFORE they quit or leave negative reviews and see what can be done to turn them around.

Honestly I miss the cool office perks like free coffee, candy, pool tables, jeans every day, but the fact that our entire company has successfully worked 100% remote since March 2020 is a good trade off.

November 23, 2021

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February 3, 2020

Does eMoney Advisor offer relocation assistance?

Pros

benefits package, PTO, remote work options

Cons

Upper level management, trickle down micromanaging, toxic environment, stats and numbers are the only metrics used, high turnover at all levels, skilled CS reps are not utilized, advice from front line representatives and tenured employees is ignored. Favoritism, nepotism and sexism are rampant.

Advice to Management

Learn the software, learn your client base, treat customer service staff like skilled employees not replaceable numbers. Client support is not like an Amazon call center: stop comparing the two; skill, education, training and patience are needed. Again, learn the complexity of the software before demanding tighter and tighter numbers. Multiple loyal supervisors and managers have transferred and/or left the company due to the upper level management within the department. Stop hiring outsiders to "fix" the department unless someone takes the time to train them.

benefits package, PTO, remote work options

February 3, 2020

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August 9, 2019

Does eMoney Advisor offer dental insurance?

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.

Advice to Management

Do what we can to get everybody doing good work where they feel valued. Make both offices a great positive place to work.

benefits are mediocre, weak PTO, good medical, avg 401k, good bonus.

August 9, 2019

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March 12, 2020

Does eMoney Advisor offer family leave?

Pros

The workplace feels like a community; your co-workers are family. Leadership is supportive, caring, and takes the time to get to know people and not just their function in the organization. Benefits and perks are competitive. Paid parental leave, education assistance, flexible work options (go fully remote!), and more. An overabundance of free snacks (LOTS OF SNACKS!) and beverages (La Colombe, Starbucks, LaCroix) including milkshakes. Good luck finding that elsewhere. Seriously! You'll enjoy happy hours in the office, ping pong, fooseball, video games, and more just because!

Cons

Nothing to report here. No company is perfect.

Advice to Management

Keep doing what you're doing.

Paid parental leave, education assistance, flexible work options (go fully remote!), and more.

March 12, 2020

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51 English questions out of 51

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