Financial Consultant II - Auburn Branch

ThatStartupJob svg]:text-[20px] text-charcoal-50 mr-2"> Search all of ThatStartupJob svg]:text-[20px] text-charcoal-50 mr-2"> Sub Search in this sub Home EXPLOREAll JobsRemote JobsSearch by Title AREAMassachusettsNew YorkTexasWashington D.C.View all SUBWeb 3.0 JobsiOS Developer JobsFront End Developer Remote Jobs WHO ARE WEAbout UsContact UsBlogCreditsCareersPrivacyCookie Policy All Jobs Financial Consultant II - Auburn Branch Financial Consultant II - Auburn Branch CompanyESL Federal Credit Union LocationRochester, New York, United States TypeOnsite h3]:text-[17px] [&>h3]:font-bold [&>p]:mb-5 [&>ul]:list-disc [&>ul>li]:ml-8"> Hours 40 Schedule Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for covering ESL's Auburn Branch. Start an LLC Comprehensive Benefits ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay And Incentive Plan Pay Range: $38.68 - 48.76 per hourPosition pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Study Journalism Purpose A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Train Managers Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard. Accountabilities Business development and client relationship building Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goalsDevelop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-makingRegularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial healthSuccessfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experienceAchieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationshipsMonitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life eventsHost a minimum annual client strategy sessions, either in person, virtually, or at location of client’s choice utilizing planning software for sessionsAdhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours Cultivate and maintain productive working rapport with credit union personnel on all levels Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territoryAssist with education on value of meeting with wealth team by attending branch meetings, running wealth huddlesServe as subject matter expertiseCollaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goalsMentor licensed Bankers and FC1 within assigned market Train Managers Personal and professional development Master tools and technology (financial planning, account opening/maintenance, client relationship management software)Maintain industry education and work toward advanced designations (CFP, ChFC) Maintain excellent compliance and operational standards. Understand and adhere to all internal written supervisory principalsComply with all NYS Insurance Department FINRA, SEC, standards and regulationsTimely completion of all required regulatory continuing educationProficiency with all paperwork and processes Qualifications Bachelor's degree or 4 years of equivalent directly related experienceMinimum of 6 years directly related experienceSeries 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)Must have experience in providing planning and implementing strategies (software and product solution expertise)Strong Knowledge of investment and insurance productsApplied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)Demonstrates alignment with ESL’s Core Values, mission, vision, and purpose to help our community thrive and prosper Preferred Qualifications CFP, ChFC Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm) We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 800.814.5884 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC ). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union Is Not Registered As a Broker-dealer Or Investment Advisor. Products And Services Are Offered Through LPL Or Its Affiliates By LPL Registered Representatives Doing Business As ESL Investment Services. Representatives Are Dually Registered With ESL Investment Services, LLC And LPL And May Also Be Employees Of ESL Federal Credit Union. Securities And Insurance Offered Through LPL Or Its Affiliates Are The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Life at ESL Federal Credit Union Founded by George Eastman in 1920, ESL Federal Credit Union is a full-service financial institution with $4.0 billion in assets. ESL employs more than 600 people locally and has about 300,000 members worldwide. ESL is one of the largest, most progressive and most successful credit unions in the country. We are a progressive employer, too - known for valuing people and sharing our success with our employees. Thrive Here & What We Value Commitment to Diversity, Equity, and InclusionWork Life Balance FocusCompetitive Benefits Package (Wellness program, family assistance plan, 401k with match, paid volunteer time, Learning & Development training)Cultivates a Diverse Workforce at All LevelsInclusive and Respectful EnvironmentCollaborative Work EnvironmentProfessional Growth OpportunitiesFlexible Work Schedule OptionsRecognition for Outstanding PerformanceHybrid/Remote Eligibility (up to 40% of the time)Located at ESL Corporate Headquarters, Rochester, NY View more Your tracker settings We use cookies and similar methods to recognize visitors and remember their preferences. 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