Financial Consultant I

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.