Wealth Manager II - Warsaw Wealth Center

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 Wealth Manager II - Warsaw Wealth Center Wealth Manager II - Warsaw Wealth Center CompanyESL Federal Credit Union LocationWarsaw, Poland | New York, 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 8:00 AM - 5:00 PM. The position will be based out of the Warsaw Wealth Center. 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: $113,031 - $142,495Position 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. Purpose The role of a Wealth Manager II involves extensive client relationship management, prospecting, financial planning, and investment/insurance implementation. Retention of client rosters valuable to the organization, growth of assets under management and revenue are critical. The position is responsible for developing and implementing comprehensive wealth management plans for clients’ unique financial priorities utilizing firm planning software. Accountabilities Relationship management, delivering advisory services, implementing investment and insurance strategies Develop and deliver comprehensive financial planning - addressing retirement, long-term cash flow, tax-efficient accumulation and distribution strategies, estate planning considerations, risk management, business succession, and legacy planningCommunicate frequently with clients using a variety of mediums (FMG newsletters and content library, social media, MyRepChat, phone and video conference)Maintain expert knowledge of investment solutions and recommend which to use for each clientEvaluate risk of death, disability, and long-term care to clients’ financial plans. Recommend and implement insurance solutions as appropriate.Collaborate with and integrate other ESL companies and lines of business into client meetingsDocument all interactions with all clients and prospects in CRM Business Development Develop and execute a personal business development strategyGenerate new assets under management through referrals, networking, centers of influence, and internal partnershipsCultivate relationships with attorneys, CPAs, business owners, and other referral partnersProactively secure introductions from existing clients and their families.Expand wallet share across existing relationshipsBuild relationships with partners across ESL and promptly close referrals from internal partners Professional Development and Compliance Consistently grow expert knowledge of financial markets and financial planning conceptsPursue learning opportunities to enhance knowledge of financial planning strategiesConsistently implement and refine business development tacticsComply with all regulatory and firm guidelines, policies and proceduresMaintain advanced designations through continuing educationAct with integrity and maintain confidentiality in every client relationship Qualifications Bachelor's degree or 4 years of equivalent directly related experienceMinimum of 10 years in the financial services industry with primary role including financial planning, investment advisory, and investment or insurance salesSeries 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)CFP or ChFC designation. In lieu of designation, must be actively enrolled in CFP or ChFC curriculumDemonstrates alignment with ESL’s Core Values, mission, vision, and purpose to help our community thrive and prosper 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. We also use them to measure ad campaign effectiveness, target ads and analyze site traffic. To learn more about these methods, including how to disable them, view our Cookie Policy or Privacy Policy. Enroll in Classes By tapping `Accept`, you consent to the use of these methods by us and third parties. 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