About this role
Financial Consultant I at UW Credit Union. Location: Madison, Wisconsin, United States. Role: building pipeline, providing advice, managing relationships Requirements: 3+ years in financial services sales/support, FINRA Series 7 and 66, Life & Health insurance license, bachelor’s degree or equivalent preferred, CFP preferred, strong sales, networking, and financial planning skills. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Redtail, Coconut, MoneyGuide, ClientWorks Certifications: series 7, series 66, life and health insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English