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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