Wealth Planning Specialist: Client Relationships
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-07
Listing for:
UW Credit Union
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
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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