Financial Planning Analyst - eMoney Specialist

ADP, Inc.; Independence Township (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

ADP, Inc. in Independence, OH is seeking a Financial Planning Specialist to manage client financial data in the eMoney platform, analyze complex information, and build planning scenarios for advisor review.

You will enter data from custodial statements and other documents, run eMoney reports, test scenarios, train internal users, and help resolve data issues while escalating when needed. This is a full-time role requiring strong attention to detail and independent judgment.

Qualifications

• Bachelor’s degree in business or related field.
• 2+ years Financial Planning experience.
• Enrollment in the CFP education program with CFP within 6 months.
• Experience with eMoney or other financial planning software.

Responsibilities

• Review and enter client financial data from source documents with accuracy.
• Analyze data using eMoney reports to assess completeness and readiness for advisor review.
• Build, test, and refine financial planning scenarios in eMoney and present findings to advisors.
• Provide training and education for internal eMoney users on system use and best practices.

Skills

Attention to detail

Analytical thinking

Communication

Team collaboration

Education

Bachelor’s degree in business or related field

Enrollment in CFP education program

Tools

eMoney

Job description

ADP, Inc. in Independence, OH is seeking a Financial Planning Specialist to manage client financial data in the eMoney platform, analyze complex information, and build planning scenarios for advisor review.

You will enter data from custodial statements and other documents, run eMoney reports, test scenarios, train internal users, and help resolve data issues while escalating when needed. This is a full-time role requiring strong attention to detail and independent judgment.