---
title: "eMoney Advisor"
canonical: "https://www.metaintro.com/company/emoney-advisor"
language: "en"
industry: "Technology, Information and Media"
website: "https://emoneyadvisor.com/"
open_roles: 9
---

# eMoney Advisor

Industry-leading financial planning software dedicated to helping people talk about money. Robust solutions for advisors, planners, RIAs, and others.

## Open roles

- [Manager of Sales Enablement](https://www.metaintro.com/job/manager-of-sales-enablement-at-emoney-advisor-98ecd765-02b3-5447-b23a-245adf7984ef) — Remote
- [Client Success Coach](https://www.metaintro.com/job/client-success-coach-at-emoney-advisor-c5a5250d-d99f-5ac2-85ca-270a2c118513) — Remote
- [Client Support Specialist](https://www.metaintro.com/job/client-support-specialist-at-emoney-advisor-8ad6224e-4487-53a3-a49d-c678d9685cfc) — Remote
- [VP, Product Management](https://www.metaintro.com/job/vp-product-management-at-emoney-advisor-599ed613-5274-5ffb-8a4d-c88798595bfa) — Remote
- [Director of Training](https://www.metaintro.com/job/director-of-training-at-emoney-advisor-a3e12689-eec5-5dec-959c-b02d515eee1c) — Remote
- [Enterprise Retention Marketing Manager](https://www.metaintro.com/job/enterprise-retention-marketing-manager-at-emoney-advisor-2b7e7e7f-5c68-57e4-8ff4-199b0b71b57a) — Remote
- [Manager, Development](https://www.metaintro.com/job/manager-development-at-emoney-advisor-7bffe992-d417-57d7-88c6-b55f9e33d07d) — Remote
- [Senior Product Designer](https://www.metaintro.com/job/senior-product-designer-at-emoney-advisor-cceeec72-97cb-524d-b66a-111ae166d195) — Remote

[View all 9 roles](https://www.metaintro.com/company/emoney-advisor/jobs/all)

## Customers

All 29 companies eMoney Advisor names as customers.

### Customers hiring now

- [Ameritas](https://www.metaintro.com/company/ameritasexternal) — 33 open roles
- [Blue Trust](https://www.metaintro.com/company/blue-trust) — 20 open roles
- [Waverly Advisors](https://www.metaintro.com/company/waverlyadvisorsllc) — 18 open roles

### Case studies

- The Glenmede Trust Company
- Horizon Wealth Advisors
- My Financial Coach
- Bryn Mawr Trust
- Key Financial
- Mayflower Advisors
- Sovereign Advisors
- Winthrop Wealth
- Doyenne Wealth Advisors
- Creative Capital Wealth Management Group
- Beyond Your Hammock
- DVB Financial, LLC
- The Colucci Group
- R&R Wealth Management
- Mayflower Advisors LLC
- Horizon Advisers
- Waverly Austin
- Jason Howell Company
- Amplius Wealth
- Beratung Advisors
- Third Eye Associates
- CURO Financial
- Investment Advisors, Inc.
- Bridgeworth Wealth Management
- Range Financial Group

### Other customers

- Carey & Hanna

## Skills they ask for

Most frequent across open postings.

### Most requested skills

- Salesforce
- Project management
- Stakeholder management
- Marketing automation
- Problem solving
- Communication

### Tech stack

- **Libraries:** Tailwind CSS, jQuery, Lottie
- **CMS:** WordPress
- **Analytics:** Google Analytics, Google Analytics 4, Google Tag Manager
- **CDN:** Cloudflare, cdnjs
- **Security:** OneTrust

## Similar companies

Companies in the same industry as eMoney Advisor that are hiring now.

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## Questions about eMoney Advisor

### Is eMoney Advisor hiring?

Yes. As of November 3, 2026, eMoney Advisor has 9 open roles on Metaintro. 8 were posted in the last 30 days. The most are in Customer Support (2), Design (1), and Developer (1).

### Who are eMoney Advisor's customers?

eMoney Advisor names 29 customers, including Ameritas, Blue Trust, Waverly Advisors, The Glenmede Trust Company, and Horizon Wealth Advisors.

### What skills does eMoney Advisor look for?

Its open roles most often ask for Salesforce, Project management, Stakeholder management, Marketing automation, and Problem solving.