Financial Consultant II
ESL
About this role
A Financial Consultant II at ESL provides comprehensive wealth management advice to high net worth clients, focusing on financial planning, investment, and insurance strategies. The role involves developing client relationships, delivering personalized financial guidance, and mentoring team members, while adhering to regulatory standards and pursuing professional development.
Skills
Qualifications
About ESL
esl.orgESL Federal Credit Union is a member-owned financial institution serving the Rochester, New York area. It offers personal and business banking, wealth management, and related financial services. The credit union emphasizes outstanding member service and provides online banking for personal, business, and investment accounts. Members can join ESL through its membership program to access a full suite of digital tools and financial products.
About ESL
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for ESL.
Salary
$74k – $94k
per year