eMoney Advisor Planning Consultant

Wells Fargo & Company • St. Louis, MO

3d

About The Position

Wells Fargo is seeking an eMoney Advisor Planning Consultant (Business Growth Strategy Consultant) to join our Advisor Platform Coaching group within Wealth & Investment Management. The eMoney Advisor Planning Consultant serves as a subject matter expert on financial planning technology and workflows, leveraging the eMoney platform to support advisors in creating comprehensive financial plans with Financial Advisors for clients . This role focuses on training, troubleshooting, and optimizing the use of eMoney to enhance advisor efficiency and client experience while helping Financial Advisors with planning concepts and suggestions. In this role, you will: Act as a resource for advisors using eMoney, providing guidance on best practices for financial planning and data integration. Conduct onboarding sessions and ongoing training for advisors and support staff on eMoney features and updates. Troubleshoot technical issues and liaise with eMoney internal support when necessary to resolve complex problems. Assist advisors in building and customizing financial plans, including cash flow analysis, retirement projections, and scenario modeling. Monitor platform usage and identify opportunities to improve adoption and utilization. Stay current on eMoney enhancements and industry trends to ensure advisors receive cutting-edge solutions. Collaborate with internal teams (IT, Compliance, Operations) to ensure seamless integration of eMoney with other systems.

Requirements

• 2+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
• This position is not eligible for Visa sponsorship

Nice To Haves

• eMoney experience or equivalent planning software
• Knowledge in financial planning
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Strong presentation skills
• Effective organizational, multi-tasking, and prioritizing skills
• Completed or pursuing the FINRA Series 7 and 66 (or equivalent) exams is desirable

Responsibilities

• Act as a resource for advisors using eMoney, providing guidance on best practices for financial planning and data integration.
• Conduct onboarding sessions and ongoing training for advisors and support staff on eMoney features and updates.
• Troubleshoot technical issues and liaise with eMoney internal support when necessary to resolve complex problems.
• Assist advisors in building and customizing financial plans, including cash flow analysis, retirement projections, and scenario modeling.
• Monitor platform usage and identify opportunities to improve adoption and utilization.
• Stay current on eMoney enhancements and industry trends to ensure advisors receive cutting-edge solutions.
• Collaborate with internal teams (IT, Compliance, Operations) to ensure seamless integration of eMoney with other systems.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed