Sales Rep - Recensione dipendente - Dipendente anonimo presso eMoney Advisor

3,0
23 ago 2018
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

- Culture was inclusive - State-of-the-art HQ in Philly suburbs - Executive management was approachable and genuinely interested in new ideas and feedback from workforce - Industry-leader in providing advisers with comprehensive practice management software -SaaS

Svantaggi

- Pay is below industry average - Nepotism- many associates have parents that are very successful advisers that use eMoney - 95% of employees do not understand financial planning basics-- No FIN, all TECH - Lack of organization/communication between departments - Difficult to assess where you stand in terms of your work performance - 401k plan is weak and health insurance is not comprehensive

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Risposta di eMoney Advisor
7y
Thanks for the feedback. We’re glad to hear you’ve had positive experiences with the leadership team and our culture as we’re committed to creating a comfortable, transparent and collaborative environment for all our employees. We value and consider all feedback and we’ll continue to find ways to improve but would encourage you to please email feedback@emoneyadvisor.com to further discuss your concerns.

Esplora altre recensioni su eMoney Advisor

5,0
18 feb 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great technology and benefits. Incredibly smart people work here!

Svantaggi

Teams sometimes can feel siloed.

3,0
26 feb 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The people are the best part - talented, collaborative peers who care about doing the right thing for clients. The role offers meaningful client exposure, complex problem solving and strong growth in cross functional communication and influence.

Svantaggi

Leadership effectiveness and alignment have been a recurring challenge for the past few years. Communication can feel inconsistent, and key decisions are sometimes shared late, after they are effectively final. There is a strong emphasis on being proactive and client first, but leadership does not always model that same urgency and follow through. As a result, teams sometimes make more headway by collaborating directly with each other rather than relying on leadership channels, and clearer ownership and alignment at the top would reduce challenges and improve execution.

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