eMoney Advisor Planning Consultant

About this role:

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.

Required Qualifications:

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

Desired Qualifications:

• 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

Job Expectations:

• 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. Information will be shared about expectations during the recruitment process 
• This position is not eligible for Visa sponsorship

Location:

• St. Louis, MO
• Charlotte, NC

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.