About this role
Wealth Advsior - Madison at UW Credit Union. Location: Madison or Sun Prairie. Role: Develop pipeline, Build relationships, Provide advice Requirements: 3+ years wealth advisor experience; FINRA Series 7 and 66; Life and Health Insurance License; CFP preferred; Bachelor’s degree or equivalent work experience Category: Finance and Accounting Seniority: Mid Level Tools: MS Office, Redtail, Coconut, MoneyGuide, ClientWorks Certifications: finra series 7, finra series 66, life insurance, health insurance Commitment: Full Time Workplace: Onsite Languages: English