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eMoney Advisor Named to the 2014 List of "Best Places to Work San Diego"


News provided by

eMoney Advisor

Jul 02, 2014, 03:41 ET

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SAN DIEGO, Calif., July 2, 2014 /PRNewswire/ -- eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, today announced that it has been named to the 2014 list of Best Places to Work San Diego. An initiative managed by the San Diego Business Journal, the award program is designed to identify and recognize businesses that attract and retain the area's most talented employees.

Since opening the San Diego office in August 2013, eMoney's new satellite has grown from one to 30 employees and although the company has only been in the area for less than a year, eMoney San Diego has already firmly planted its roots. To better serve eMoney advisors on the west coast, the company extended their sales, training and customer service teams to the San Diego office and anticipates recruiting several more employees over the next few months. Not only do the employees here take pride in their job responsibilities, they also work to promote a healthy, thriving, and unified company culture and to give back to their community.

"We're honored to receive a Best Places to Work nomination—this recognition is a welcomed ending to a very successful first year for the San Diego office," said Holly Parente, Director at eMoney. "Growing a culture and climate of mutual respect and hard work is something we strive for every day. We've worked hard to represent the eMoney brand on the west coast and mirror the success and reputation of our home office, and I couldn't ask for a better team to make that possible."

To become eligible for this accolade, San Diego-area companies are judged in a two-part process. The first part examines each company's workplace policies, practices and demographics. The second part consists of an employee survey that inquires about employee experience.

The complete list of the 2014 Best Places to Work San Diego award recipients.

About eMoney Advisor, LLC
eMoney Advisor, LLC ("eMoney"), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.

In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first—all through the infusion of innovative solutions.

eMoney's suite of products are used by leading financial services firms around the country, including: Allstate Financial Services, The Guardian Life Insurance Company of America, Lincoln Financial Advisors Corporation, LPL Financial, Mass Mutual Financial Group, MetLife, New York Life, Northern Trust, RBC Capital Markets, Securian Financial Services and TD Ameritrade.

For more information visit: www.emoneyadvisor.com

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eMoney blog

SOURCE eMoney Advisor

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