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eMoney Advisor Planning Consultant

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , St. Louis

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Category:

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

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.

Job Responsibility:

  • 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

Nice to have:

  • 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

Additional Information:

Job Posted:
February 19, 2026

Expiration:
March 01, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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