eMoney Advisor Planning Consultant - New York, NY

Only for registered members New York, NY, United States

1 month ago

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Job summary

Wells Fargo is seeking an eMoney Advisor Planning Consultant to join our Advisor Platform Coaching group within Wealth & Investment Management.


Responsibilities

  • Act as the primary resource for advisors using eMoney,
  • 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.

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