Top 23 Wealth management advisor Jobs in Middleton, 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
Associate Financial Advisor - Licensed
The QTI Group —Madison, WI
- $60,000 a year
- Private practice
- Mid-level
- Finance
Quick Apply
Full-Time Financial Representative (Paid Licensing & Training!)
Northwestern Mutual —Middleton, WI
- $75,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —Madison, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Associate Advisor - Middleton, WI
Savant —Middleton, WI
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Wealth Management Associate
Morgan Stanley —Middleton, WI
- Email
- 5 years
- Computer literacy
- Writing skills
Senior Wealth Advisor, Wealth Management
Choreo —Madison, WI
- Office
- Organizational skills
- Financial services
- Paid parental leave
- Disability insurance
Quick Apply
Financial Advisor - Middleton, WI
Savant —Middleton, WI
- $70,000 - $100,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
5d
J.P. Morgan Wealth Management - Private Client Advisor (East Towne Branch), Madison, WI
JPMorganChase —Madison, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
1d
Associate Financial Advisor
Wealth Enhancement Group —Madison, WI
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Wealth Advisor, Director
BMO Financial Group —Madison, WI
- $91,800 - $171,000 a year
- Full-time
- 7 years
- Office
- Team management
- Health insurance
- Tuition reimbursement
Entry Level – Financial Advisor
Equitable Advisors —Madison, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
PWM Private Wealth Advisor
U.S. Bank National Association —Madison, WI
- $126,820 - $164,120 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Paid holidays
- Disability insurance
Entry Level – Wealth Manager
Equitable Advisors —Madison, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Personal Financial Planner
Lakeshore Financial Group —Madison, WI
- $75,000 - $100,000 a year
- Hybrid work
- Basic math
- Finance
- Bachelor's degree
- Retirement plan
Quick Apply
Lead Advisors
Midwest Financial Group —Fitchburg, WI
- Email
- Office
- Financial services
- Senior level
Trust Sales Advisor
UMB Financial Corporation —Madison, WI
- $110,250 - $235,810 a year
- Email
- CPA
- Business development
- Supervising experience
- Paid holidays
- Health insurance
Financial Advisor
Lake Ridge Bank —Monona, WI
- Email
- 5 years
- Writing skills
- English
- Opportunities for advancement
Wealth Management Associate (Madison, WI)
Equitable Advisors —Madison, WI
- $24,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Employee stock purchase plan
- Disability insurance
Quick Apply
12d
Financial Advisor
BMO Financial Group —Sauk City, WI
- $51,800 - $95,900 a year
- Full-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement

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wealth management advisor jobs near middleton, 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

wealth management advisor jobs in middleton, wi

Financial Consultant I

Associate Financial Advisor - Licensed

Full-Time Financial Representative (Paid Licensing & Training!)

Wealth Management Trainee (WI)

Associate Advisor - Middleton, WI

Wealth Management Associate

Senior Wealth Advisor, Wealth Management

Financial Advisor - Middleton, WI

J.P. Morgan Wealth Management - Private Client Advisor (East Towne Branch), Madison, WI

Associate Financial Advisor

Wealth Advisor, Director

Entry Level – Financial Advisor

PWM Private Wealth Advisor

Entry Level – Wealth Manager

Personal Financial Planner

Lead Advisors

Trust Sales Advisor

Financial Advisor

Wealth Management Associate (Madison, WI)

Financial Advisor

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