Unknown Company

Wealth Planning Specialist: Grow Client Relationships

madison, wi • Posted 1 weeks ago
Onsite Full Time Consulting

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.

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Wealth Planning Specialist: Grow Client Relationships in madison at Unknown Company

This position is listed as full time and onsite.

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