Financial Consultant II - Auburn Branch
- Location
- Rochester, NY
- Listed
- Today
About the role
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. 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.
From Esl Federal Credit Union's careers page, first listed on Rolev.ai on November 13, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Financial Consultant II - Auburn Branch job at Esl Federal Credit Union located?
This Financial Consultant II - Auburn Branch position at Esl Federal Credit Union is located in Rochester, NY. Always check Esl Federal Credit Union's application page for specific state eligibility or relocation policies.
How do I apply for the Financial Consultant II - Auburn Branch position at Esl Federal Credit Union?
This listing links directly to Esl Federal Credit Union's application page. You can apply directly on Esl Federal Credit Union's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.