UW Credit Union is seeking a Financial Consultant in Madison, WI. Join our wealth management team that is dedicated to helping UWCU members identify and achieve their long-term goals. This position offers the opportunity to build a client base through the Credit Union referral network, leads, and member and community education. Wealth Management at UW Credit Union offers investment products and services through LPL Financial. This position will cover multiple branches in the Madison Market.
Responsibilities- Develop and maintain an active sales pipeline built with referrals from the Credit Union, existing clients, and through conducting outreach to lead lists and other prospecting activities.
- Establish, build and maintain strong internal relationships across all lines of business at UWCU to ensure consistent and frequent referral activities.
- Provides tailored advice to members and clients through financial planning.
- Effectively balances responsibilities for business development, financial planning, client meetings and follow-up, internal partner training and coaching, personal development, and regulatory compliance.
- Responsible for strong partnership, coordination and collaboration with Wealth Advisor(s) on shared branches.
Qualifications
Skills
- Driven, self-motivated and results orientated
- Demonstrated expertise in sales, networking, business acumen and execution
- Ability to build trust and deepen relationships
- Knowledge of investment management and financial planning
- Excellent verbal and written communication skills
- Strong problem-solving skills and ability to act as a trusted advisor
- Understanding and strong working knowledge of MS Office; ability to effectively utilize Credit Union and Wealth Operating Systems (Redtail, Coconut, MoneyGuide, ClientWorks, etc.)
Qualifications
- 3+ years experience in financial services sales or support role with experience in business development activities and managing or supporting complex client relationships
- FINRA Series 7 and 66 (63/65) required
- Life and Health Insurance License
- CFP or other professional designation(s) preferred or progress toward or interest in perusing required
- Bachelor’s degree or equivalent work experience
Working at UW Credit Union
Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:
- Paid time for vacation, holidays, and volunteering
- Paid parental leave and caregiver leave
- 401k company match of up to 5%, plus approximately 4% discretionary match
- Variable bonus reward
- Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
- Tuition reimbursement
- Opportunities for professional growth and development
- Employee Assistance Program
- And more!
Interested candidates are encouraged to apply directly through the job posting. For additional information or questions regarding the opportunity, please contact Ashley Curless, Talent Acquisition Manager, at [email protected].
All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.
Skills Required
- 3+ years of experience in financial services sales or support, including business development and managing or supporting complex client relationships
- FINRA Series 7 and Series 66 licenses, or Series 63 and 65
- Life and Health Insurance License
- Bachelor's degree or equivalent work experience
- CFP or another professional designation, or progress toward or interest in pursuing one
- Knowledge of investment management and financial planning
- Strong sales, networking, business acumen, and execution skills
- Ability to build trust and deepen relationships
- Excellent verbal and written communication skills
- Strong problem-solving skills and ability to act as a trusted advisor
- Working knowledge of MS Office and Credit Union and Wealth Operating Systems
What We Do
UW Credit Union is a full-service, member-owned financial institution headquartered in Madison, Wisconsin, serving more than 350,000 members across Wisconsin and worldwide. Founded on the belief that everyone deserves financial strength, it helps members reach their goals through low fees, competitive rates, and related financial services. The organization operates as a cooperative credit union and emphasizes positive impact for members and surrounding communities.
