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Wells Fargo · 2 hours ago

eMoney Advisor Planning Consultant

NEW YORK, NY

Full-time

Onsite

Senior Level

$119K/yr - $224K/yr

5+ years exp

Wells Fargo is seeking an eMoney Advisor Planning Consultant to join their Advisor Platform Coaching group within Wealth & Investment Management. This role focuses on providing expertise in financial planning technology, training advisors on the eMoney platform, and enhancing advisor efficiency and client experience.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Act as the primary 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

Present complex plans with Advisors to clients

Qualification

EMoney experienceFinancial planning knowledgeCertified Financial PlannerBusiness Growth StrategyFINRA Series 7FINRA Series 66Multi-tasking skillsPrioritizing skillsPresentation skillsOrganizational skills

Required

5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

Extensive eMoney experience or equivalent planning software

Extensive knowledge in financial planning

Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or equivalent credentials with expertise in financial planning and/or taxation

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

Successfully completed FINRA Series 7 and 66 (or equivalent) exams to qualify for immediate registration (or FINRA recognized equivalents)