Financial Consultant I

Financial ConsultantUW 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.ResponsibilitiesDevelop 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.QualificationsSkillsDriven, self-motivated and results orientatedDemonstrated expertise in sales, networking, business acumen and executionAbility to build trust and deepen relationshipsKnowledge of investment management and financial planningExcellent verbal and written communication skillsStrong problem-solving skills and ability to act as a trusted advisorUnderstanding and strong working knowledge of MS Office; ability to effectively utilize Credit Union and Wealth Operating Systems (Redtail, Coconut, MoneyGuide, ClientWorks, etc.)Qualifications3+ years experience in financial services sales or support role with experience in business development activities and managing or supporting complex client relationshipsFINRA Series 7 and 66 (63/65) requiredLife and Health Insurance LicenseCFP or other professional designation(s) preferred or progress toward or interest in perusing requiredBachelor's degree or equivalent work experienceWorking at UW Credit UnionJoin 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 volunteeringPaid parental leave and caregiver leave401k company match of up to 5%, plus approximately 4% discretionary matchVariable bonus rewardCompetitive Medical, Dental, and Vision plans, including domestic partner eligibilityTuition reimbursementOpportunities for professional growth and developmentEmployee Assistance ProgramAnd 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 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.