Financial Consultant II
ESL All CompaniesCity of Rochester, New York, United States
Posted October 27, 2025
37319 - 46880 USD year
Full Time
About the Company
ESL Federal Credit Union is a 100‑year‑old, locally owned credit union headquartered in Rochester, NY, serving over 444,000 members and 17,500 businesses through 25 branches and digital channels. It offers a full suite of personal and business banking, mortgage, and wealth‑management services, backed by more than $9.4 billion in assets. ESL distinguishes itself with a strong commitment to member value—delivering 30 consecutive owners’ dividends totaling over $320 million—and community impact, having reinvested $153 million in local grants since 2018. The organization is recognized as a Great Place to Work, prioritizing diversity and inclusion, and actively seeks talent that brings varied perspectives to its mission of serving the Rochester region.
Job Description
The Financial Consultant II is responsible for developing and delivering financial advice to upscale and high net worth clients, planning and analyzing client situations, and developing comprehensive wealth management strategies. The position requires a strong knowledge of investment and insurance products, and experience in providing planning and implementing strategies.
Requirements
- Bachelor's degree or 4 years of equivalent directly related experience
- Minimum of 6 years directly related experience
- Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
- Strong Knowledge of investment and insurance products
- Applied 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)
Benefits
- 401k with match
- Paid volunteer time
- Learning & Development training
- Wellness program
- Family assistance plan
