Our new hires start with 20 days of paid time off annually, plus 13 paid holidays and volunteer and voting hours. Our benefits are designed to support your total well-being — physically, mentally, and financially. We push ourselves–and each adrian casino other—to turn ideas into reality for our clients. We believe our people are foundational to our success. Discover where your ideas and experience could help power what’s possible in financial planning. By collaborating with clients through a digital platform, advisors can project client outcomes with validated annuity values.
Goals-based and cash flow planning tools in a single platform that enables planning for all clients regardless of financial situations. We’re here to help you build the plan your clients need, regardless of their financial situations. With eMoney, you can easily organize your clients’ data and map out the road to their goals, all while stress testing for risks. Our training team offers personalized success coaching for getting started and virtual training sessions to help ensure you feel confident that you and your practice are doing all you can with eMoney. That to me is the biggest difference-maker in eMoney as a technology partner, not just a technology provider.” – John Colucci, CRPC®, The Colucci Group “I have found that I could spend the next 10 hours of my life building something out, but if I call eMoney they understand my objectives and walk me through how to get it done.
Live support when you need it—available before the opening bell on the East Coast to closing time on the Pacific. Access to additional services when you need it—anything from data entry to plan development to consultative services. The dashboard in Advisor Analytics enables you to uncover insights, spot business opportunities, track client engagement, and take actions that drive success. At eMoney, we are proud to offer our employees a robust and comprehensive benefits package – allowing employees to focus on what really matters to them. Our pay-for-performance approach is supported by a culture of recognition in which we celebrate employees, not only for big wins but also for their everyday value. We also support our growing eMoney family by offering employees who have welcomed a child four weeks of 100% paid parental leave after they’ve been with us for at least a year.