eMoney Advisor, Planning Consultant
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Saint Louis • California, Minnesota, Montana, New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $119,000 - $224,000 per year
Job Level
Mid-LevelSenior
About the role
- 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.
Requirements
- 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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)
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningdata integrationcash flow analysisretirement projectionsscenario modelingtroubleshootingbusiness growth strategyeMoneyplanning software
Soft skills
presentation skillsorganizational skillsmulti-taskingprioritizingability to work under pressure
Certifications
Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)FINRA Series 7FINRA Series 66