Wealth Advisor - Madison

Responsibilities

• Develop and maintain 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.

Requirements

• Driven, self-motivated and results orientated
• Demonstrated expertise in sales, networking, negotiating, 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 strategic advisor
• Understanding and strong working knowledge of MS Office
• Effective utilization of Credit Union and Wealth Operating Systems (Redtail, Coconut, MoneyGuide, ClientWorks, etc.)

Qualifications

• 3+ years experience in a Wealth Advisor or Financial Advisor role with proven sales record and knowledge of investment markets, products and services focused on excellent client experience
• FINRA Series 7 and 66 (63/65) required
• Life and Health Insurance License
• CFP or other professional designation(s) preferred or progress toward or interest in perusing required
• Bachelor’s degree or equivalent work experience

Skills

• Driven, self-motivated and results orientated
• Demonstrated expertise in sales, networking, negotiating, 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 strategic advisor
• Understanding and strong working knowledge of MS Office
• Effective utilization of Credit Union and Wealth Operating Systems (Redtail, Coconut, MoneyGuide, ClientWorks, etc.)

Benefits

• 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
• Uncapped earning and growth potential
• Opportunity for participation in Long Term Retention and Succession Plan
• Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
• Tuition reimbursement
• Opportunities for professional growth and development
• Employee Assistance Program
• and more!

Pay

• Competitive salary based on experience and qualifications

Schedule

• Full-time position