Financial Consultant II - Auburn Branch

Company

ESL1000ESL

Where

Rochester, NY

Level

Mid

First seen

August 30, 2026

Listed via

UKG

What the posting says

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…

Read more and apply on ESL1000ESL's site

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