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Cfp Jobs in Madison, WI (NOW HIRING)

UW Credit Union

Financial Consultant I

Madison, WI

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 ...

Lake Ridge Bank

Financial Advisor

Monona, WI

Advanced professional designations or licenses (e.g., CFP). * 10 years of prior experience in a financial advisory or wealth management role. * Previous financial sales experience. * Prior experience ...

Sentry Insurance

Retirement Plan Analyst

Madison, WI · Hybrid

Industry coursework such as CPFA, QPFC, QKA, ARPC, AIF, AIFA, CIMA or CFP beneficial * Highly effective interpersonal, communication, and presentation skills * Strong analytical ability to identify ...

Aon

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Completed or pursuing CFP, CFA or JD. * Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred

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$61.5K

$102.7K

$142.1K

How much do cfp jobs pay per year?

As of Sep 7, 2026, the average yearly pay for cfp in Madison, WI is $102,733.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,700.00 and $115,400.00 per year, depending on experience, location, and employer.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. The certification demonstrates expertise in financial planning, investments, taxes, estate planning, and insurance.
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Cfp jobs near you
Infographic showing various Cfp job openings in Madison, WI as of August 2026, with employment types broken down into 5% Internship, 79% Full Time, 10% Part Time, 2% Temporary, and 4% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $102,733 per year, or $49.4 per hour.

Financial Consultant I

UW Credit Union

Madison, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

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 acurless@uwcu.org.

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.

Employment Type: FULL_TIME

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