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Develop and deliver comprehensive financial planning - addressing retirement, long-term cash flow, tax-efficient accumulation and distribution strategies, estate planning considerations, risk management, business succession, and legacy planning. The position is responsible for developing and implementing comprehensive wealth management plans for clients' unique financial priorities utilizing firm planning software.

YEAR

Interested in joining a great company? Consider ESL. 
As a $5.0 billion full-service financial institution with more than 325,000 members, 20 branch locations, and over 40 ATM locations, we are the largest credit union in New York State -- and one of the most successful credit unions in the country. All of the awards ESL has earned in recent years say some great things about ESL. <img src="http://media.newjobs.com/mm/xw63667685wx/cjt/arrow.jpg" alt="icon1" width="14" height="16">&nbsp; Four time winner as one of the 25 Best Medium Workplaces in America by the Great Place to Work&reg; Institute <img src="http://media.newjobs.com/mm/xw63667685wx/cjt/arrow.jpg" alt="icon2" width="14" height="16">&nbsp; Recipients of the Rochester's Choice Award for more than a decade <img src="http://media.newjobs.com/mm/xw63667685wx/cjt/arrow.jpg" alt="icon3" width="14" height="16">&nbsp; Recognized as one of Training Magazine's "Top 125" companies since 2007 
 Our award-winning achievements are a direct result of the value generated by a talented workforce. Speaking of a talented workforce, ESL employs more than 660 people from a variety of perspectives and cultural backgrounds. As we continue to expand, we seek talent individuals who share our passion for providing a superior banking experience and who fully appreciate the values that are important to our organization. ESL and its subsidiaries are an Equal Opportunity Employer and encourages men and women, members of all racial and ethnic groups, individuals with disabilities and veterans to apply

ESL Federal Credit Union

Wealth Manager II - Warsaw Wealth Center

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High School Diploma or equivalent required; Associate’s Degree in business administration, finance, economics, agriculture or other related field, preferred; or an equivalent combination of education and experience to perform the essential functions of the job. Reviews documents submitted from Crop Insurance Sales Team for accuracy and quality control ensuring they are Risk Management Agency (RMA), Approved Insurance Provider (AIP) and Compeer compliant.

Compeer Financial

Insurance Client Coordinator

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Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience.

Lending Client Coordinator RAU

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What you will bring: Certificate/degree from college or technical school with one (1) year related experience and/or training; or three (3) years of related experience and/or training with HS Diploma/GED. Generates work orders, reviews project paperwork, forwards project paperwork to Project Administrators, and generate various reports.

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