OverviewUW Credit Union is seeking a Wealth Advisor in Madison, WI. Join our wealth management team that is dedicated to helping UWCU members identify and achieve their long-term financial 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 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.QualificationsSkillsDriven, self-motivated and results orientatedDemonstrated expertise in sales, networking, negotiating, 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 strategic advisorUnderstanding and strong working knowledge of MS Office; ability to effectively utilize Credit Union and Wealth Operating Systems (Redtail, Coconut, MoneyGuide, ClientWorks, etc.)Education & Experience3+ 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 experienceFINRA Series 7 and 66 (63/65) requiredLife and Health Insurance LicenseCFP or other professional designation(s)preferredorprogress towardorinterest inperusingrequiredBachelor's degree or equivalent work experienceWorking at UW Credit UnionPaid time for vacation, holidays, and volunteeringPaid parental leave and caregiver leave401k company match of up to 5%, plus approximately 4% discretionary matchVariable bonus rewardUncapped earning and growth potentialOpportunity for participation in Long Term Retention and Succession PlanCompetitive Medical, Dental, and Vision plans, including domestic partner eligibilityTuition reimbursementOpportunities for professional growth and developmentEmployee Assistance ProgramAnd 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.#J-18808-Ljbffr