Financial Consultant I

UW Credit Union; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Paid time for vacation and holidays

401k company match

Competitive Medical, Dental, and Vision plans

Tuition reimbursement

Opportunities for professional growth

Job summary

UW Credit Union is looking for a Financial Consultant in Madison, WI. In this role, you will develop and maintain a sales pipeline through referrals and outreach, while providing tailored financial advice to members.

As a successful candidate, you will have over 3 years of financial services experience, strong communication skills, and the necessary licenses. The position offers several benefits, including paid vacation time and professional development opportunities.

Qualifications

• 3+ years of experience in financial services sales or support role.
• Experience managing or supporting complex client relationships.
• Interest in pursuing professional designations preferred.

Responsibilities

• Develop and maintain an active sales pipeline.
• Establish strong internal relationships for referral activities.
• Provide tailored financial advice to members and clients.
• Balance business development, planning, and compliance tasks.
• Coordinate with Wealth Advisors on shared branches.

Skills

Sales expertise

Business acumen

Relationship building

Verbal and written communication

Problem-solving

MS Office knowledge

Education

Bachelor's degree or equivalent work experience

FINRA Series 7 and 66 (63/65)

Life and Health Insurance License

CFP or other professional designation(s)

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.