Join to apply for the Financial Consultant II role at ESL Federal Credit Union
ScheduleMonday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.
Hours40 hours per week
Comprehensive BenefitsESL 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, 401(k) with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive PlanPay Range: $37.19 - $46.88
Position pays forgivable draw plus eligibility to participate in incentive program to be discussed addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.
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.
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.
- 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 goals
- Develop 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-making
- Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
- Successfully 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 experience
- Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
- Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
- Host a minimum annual client strategy sessions, either in person, virtually, or at location of client’s choice utilizing planning software for sessions
- Adhere 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 territory
- Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
- Serve as subject matter expertise
- Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
- Mentor licensed Bankers and FC1 within assigned market
- Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
- Maintain industry education and work toward advanced designations (CFP, ChFC)
- Understand and adhere to all internal written supervisory principals
- Comply with all…
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