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This position is hybrid and remote eligible up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs. Travel required between locations.
Pay:
Starting salary: $123,000 Pay range: $108,684 - $137,014
The Manager is responsible for direct management and supervision of Financial Consultants and Wealth Managers as assigned, including coaching and performance management. Responsible for ensuring the client experience is superior by coaching to consisting planning process and approach. This position is responsible for assisting with achieving sales goals within all areas of wealth management; investments, insurance solutions and trust referrals. Supports financial consultants (FC), wealth manager(s) (WM I), and financial services representatives (FSR) personnel by identifying solutions for complex cases, providing product and sales education, training, participating in joint appointments, and mentoring. Work collaboratively with all lines of business partners to promote wealth line of business. Ensure compliance and operation procedures are followed.
Direct oversight of assigned registered representatives
Provide Sales Support
Foster Strong Relationships with Business Partners
Participate in ESL projects and team meetings
We’re committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work!
225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 800.814.5884
ESL Investment Services, LLC is a subsidiary of ESL Federal Credit Union. ESL Investment Services, LLC and ESL Federal Credit Union are not insurance companies or insurance underwriters. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL Financial and its affiliates. ESL Investment Services, LLC and ESL Federal Credit Union are not affiliated with LPL Financial or its affiliates. Securities and advisory services offered through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor. Insurance products may be offered through either ESL Investment Services, LLC or LPL Financial and/or its licensed affiliates.
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.
#LI-CB1
#LI-Hybrid
Full Time
$95k-129k (estimate)
05/23/2024
07/21/2024