Top 285 Finance Jobs in Madison, Wi

Financial Consultant I
UW Credit Union —Madison, WI
- From $70,050 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Senior Credit Analyst
UW Credit Union —Madison, WI
- $38.39 - $42.50 an hour
- Full-time
- Customer service
- Data analysis skills
- Research
- Paid holidays
- Health insurance
BSA Analyst
One Community Bank —McFarland, WI
- Full-time
- Mid-level
- Continuous improvement
- Training & development
- Disability insurance
- Health insurance
Quick Apply
4d
Senior Commercial Credit Analyst
One Community Bank —Oregon, WI
- Full-time
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
14d
Financial Representative
Modern Woodmen of America —Madison, WI
- $50,000 - $250,000 a year
- Full-time
- Background check
- Office
- Driver's License
- Health savings account
- Health insurance
Quick Apply
Financial Specialist
Wisconsin Western District Court —Madison, WI
- $49,361 - $88,366 a year
- Full-time
- Mid-level
- Office
Budget Manager - Doyle - 1.0 FTE
Madison Metropolitan School District —Madison, WI
- $97,406.40 - $119,288.00 a year
- Weekends as needed
- School experience
- High school
- Mid-level
Finance Director
CFS —McFarland, WI
- $140,000 - $160,000 a year
- Management
- CPA
- 5 years
3d
Community Development Finance Analyst
Hope Community Capital —Madison, WI
- $65,000 - $70,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply
4d
Financial Business Analyst
JOHNSON HEALTH TECH TRADING INC —Cottage Grove, WI
- Full-time
- Mid-level
- Office
- Residential
- Health savings account
- AD&D insurance
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —Madison, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Performance Analyst
Epic —Madison, WI
- Mid-level
- Office
- Finance
Budget & Policy Analyst - Planning, Budget, Purchasing & Accounting - 1.0 FTE
Madison Metropolitan School District —Madison, WI
- $82,118.40 - $106,059.20 a year
- Full-time
- High school
- Customer service
- Mid-level
Financial Analyst Senior
SSM Health —Madison, WI
- Full-time
- Hybrid work
- Hospital
- Customer service
- 5 years
- Paid parental leave
- Health insurance
Financial Analyst
Epic —Madison, WI
- Mid-level
- Office
- Finance
Transportation Fiscal Analyst
State of Wisconsin - Transportation —Madison, WI
- $74,880 - $79,269 a year
- Online Application
- Hybrid work
- Mid-level
- Office
- Criminal background check
- Wellness program
- Paid holidays
Financial Specialist II
University of Wisconsin–Madison —Madison, WI
- $25 an hour
- Full-time
- Mid-level
- Office
- University
- Dental insurance
- Paid time off
8d
Financial Counselor
UW Health —Madison, WI
- $21.23 - $31.11 an hour
- 8 hour shift
- Hybrid work
- Hospital
- Mid-level
- Finance
- Health insurance
- Dental insurance
4d
Associate Production Underwriter (hybrid)
American Family Insurance —Madison, WI
- $27.46 - $45.11 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Loan repayment program
4d
Clinical Trials Financial Specialist I
University of Wisconsin–Madison —Madison, WI
- $24 an hour
- Full-time
- Remote
- Writing skills
- ERP systems
- Mid-level
- Retirement plan
3d

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finance jobs near madison, wi

Financial Consultant I

UW Credit Union -
Madison, WI

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Job Details

Full-time
From $70,050 a year

Benefits

Paid parental leave
Caregiver leave
Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Business development management
Series 7
Business development
Business development within finance
FINRA License
Banking business development
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Overview:

UW Credit Union is seeking a Financial Consultant in Madison, WI. Join our wealth management team that is dedicated to helping UWCU members identify and achieve their long-term 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.

Responsibilities:

Develop and maintain an 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.
Responsible for strong partnership, coordination and collaboration with Wealth Advisor(s) on shared branches.

Qualifications:

Skills

Driven, self-motivated and results orientated
Demonstrated expertise in sales, networking, 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 trusted advisor
Understanding and strong working knowledge of MS Office; ability to effectively utilize Credit Union and Wealth Operating Systems (Redtail, Coconut, MoneyGuide, ClientWorks, etc.)

Qualifications

3+ years experience in financial services sales or support role with experience in business development activities and managing or supporting complex client relationships
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

Working at UW Credit Union:

Working at UW Credit Union

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

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
Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
Tuition reimbursement
Opportunities for professional growth and development
Employee Assistance Program
And more!

Interested candidates are encouraged to apply directly through the job posting. For additional information or questions regarding the opportunity, please contact Ashley Curless, Talent Acquisition Manager, at [email protected].

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.

Apply Now

Refine Your Search

finance jobs in madison, wi

Financial Consultant I

Senior Credit Analyst

BSA Analyst

Senior Commercial Credit Analyst

Financial Representative

Financial Specialist

Budget Manager - Doyle - 1.0 FTE

Finance Director

Community Development Finance Analyst

Financial Business Analyst

Wealth Management Trainee (WI)

Financial Performance Analyst

Budget & Policy Analyst - Planning, Budget, Purchasing & Accounting - 1.0 FTE

Financial Analyst Senior

Financial Analyst

Transportation Fiscal Analyst

Financial Specialist II

Financial Counselor

Associate Production Underwriter (hybrid)

Clinical Trials Financial Specialist I

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