Financial Consultant I

Job description

Overview

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)preferredorprogress towardorinterest inperusingrequired

Bachelor’s degree or equivalent work experience

Working at UW Credit Union

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!

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.

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Worksite address

madison, WI, 53774, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.