Wealth Planning Specialist: Grow Client Relationships

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

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.