UW Credit Union is growing and hiring for a new Financial Consultant in our Investment Services area! If you would enjoy establishing and enhancing value-added relationships with UW Credit Union members and clients, understanding their financial needs and offering compelling financial solutions, this is the role for you. We aren’t like other wealth management companies. At UW Credit Union, principles are embedded in our culture that drive us to approach things differently. For more than 85 years, we’ve provided meaningful financial services to our members with the honesty and integrity they deserve. That’s because here, humanity counts most.
Our approach with clients is simple: to be a trusted partner who treats people with fairness and respect, regardless of the size of their portfolio. The Financial Consultant is an industry professional with a proven investment services record to clients at various asset level. As a Financial Consultant, you will be provided with a wide range of wealth building, managing and preserving services through LPL Financial including mutual funds, stocks, bonds, IRAs, insurance and many other products and services. The Financial Consultant effectively balances responsibilities for investment and insurance growth, increasing revenues, referral activities, client meetings, follow-up and satisfaction, staff training, personal development and regulatory compliance.
Why join Investment Services at UW Credit Union?
What's in it for you?
Join Wisconsin’s number one credit union as rated by Forbes 2018, a four-time recipient of Madison Magazine’s Best Places to Work, and a two-time Milwaukee Journal Sentinel’s Top Workplace to receive:
UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.