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+ ...
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+ ...
Visual design skills to support structured learning experiences to help our adult learners Working at UW Credit Union Working at UW Credit Union Join one of Wisconsin's premier financial institutions ...
Visual design skills to support structured learning experiences to help our adult learners Working at UW Credit Union Working at UW Credit Union Join one of Wisconsin's premier financial institutions ...
Learning & Development Consultant
Madison, WI · On-site
$79K - $88K/yr
Visual design skills to support structured learning experiences to help our adult learners Working at UW Credit Union Working at UW Credit Union Join one of Wisconsin's premier financial institutions ...
Learning & Development Consultant
Madison, WI · On-site
$79K - $88K/yr
Visual design skills to support structured learning experiences to help our adult learners Working at UW Credit Union Working at UW Credit Union Join one of Wisconsin's premier financial institutions ...
Peak Time Teller: Sun Prairie branch
$15.50 - $19.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Sun Prairie branch
$15.50 - $19.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Fish Hatchery (Spanish-Bilingual Required)
Fitchburg, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Fish Hatchery (Spanish-Bilingual Required)
Fitchburg, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Junction Road
Madison, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Junction Road
Madison, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: East Side (Spanish-Bilingual Required)
Madison, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: East Side (Spanish-Bilingual Required)
Madison, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Fitchburg (Spanish-Bilingual Required)
$16.50 - $20.75/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Fitchburg (Spanish-Bilingual Required)
$16.50 - $20.75/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Pier 37 Branch (Spanish-Bilingual Required)
Monona, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Pier 37 Branch (Spanish-Bilingual Required)
Monona, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Financial Consultant I
Madison, WI · On-site
$80 - $100/hr
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+ ...
Financial Consultant I
Madison, WI · On-site
$80 - $100/hr
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+ ...
Peak Time Teller: Sun Prairie branch
Sun Prairie, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Sun Prairie branch
Sun Prairie, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Junction Road
$15.75 - $19.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Junction Road
$15.75 - $19.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Fitchburg (Spanish-Bilingual Required)
Fitchburg, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Peak Time Teller: Fitchburg (Spanish-Bilingual Required)
Fitchburg, WI · On-site
$20.50/hr
If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Responsibilities * Be the face of UW Credit Union by providing front facing member service at ...
Assistant Chef - Memorial Union Kitchen
Madison, WI · On-site
$22.50/hr
Lead and guide the work of full-time cooks and student workers in both the kitchen and dish room ... Wisconsin Union, Dining & Hospitality, Memorial Union Culinary Compensation: The expected starting ...
Assistant Chef - Memorial Union Kitchen
Madison, WI · On-site
$22.50/hr
Lead and guide the work of full-time cooks and student workers in both the kitchen and dish room ... Wisconsin Union, Dining & Hospitality, Memorial Union Culinary Compensation: The expected starting ...
Financial Consultant I
Madison, WI · On-site
$70K/mo
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+ ...
Financial Consultant I
Madison, WI · On-site
$70K/mo
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+ ...
Kitchen Assistant - TE - Memorial Union
Madison, WI · On-site
$17/hr
Assists and guides student workers * Prepares a variety of basic dishes such as sandwiches and ... Wisconsin Union, Dining & Hospitality, Memorial Union Culinary Compensation: The salary for this ...
Kitchen Assistant - TE - Memorial Union
Madison, WI · On-site
$17/hr
Assists and guides student workers * Prepares a variety of basic dishes such as sandwiches and ... Wisconsin Union, Dining & Hospitality, Memorial Union Culinary Compensation: The salary for this ...
Ability to work in an autonomous environment Working at UW Credit Union Why Work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a four-time recipient of Madison Magazine ...
Ability to work in an autonomous environment Working at UW Credit Union Why Work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a four-time recipient of Madison Magazine ...
Union Worker information
See Middleton, WI salary details
$12.06 - $13.86
0% of jobs
$13.86 - $15.66
7% of jobs
$15.66 - $17.46
9% of jobs
$17.46 - $19.26
6% of jobs
$20.75 is the 25th percentile. Wages below this are outliers.
$19.26 - $21.05
3% of jobs
$21.05 - $22.85
13% of jobs
The median wage is $24.17 / hr.
$22.85 - $24.65
16% of jobs
$24.65 - $26.45
17% of jobs
$26.93 is the 75th percentile. Wages above this are outliers.
$26.45 - $28.25
14% of jobs
$28.25 - $30.04
9% of jobs
$30.04 - $31.84
6% of jobs
$12
$23
$31
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What is the difference between Union Worker vs Non-Union Worker?
| Aspect | Union Worker | Non-Union Worker |
|---|---|---|
| Credentials/Certifications | May require union-specific training or certifications | Typically required to meet industry standards, but no union-specific credentials |
| Work Environment | Collective bargaining often leads to standardized conditions and protections | Varies widely; may have less standardized conditions |
| Employer & Industry Usage | Common in construction, manufacturing, and public sector jobs | Prevalent in private sector, freelance, or non-unionized companies |
| Search & Comparison Intent | People compare job security, wages, benefits | Focus on flexibility, pay rates, or independent work |
Union workers are part of organized labor, benefiting from collective bargaining, standardized wages, and protections. Non-union workers typically have more flexibility but less job security and benefits. The choice depends on individual priorities and industry standards.
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 8 days ago
Job description
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.
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 requiredÂ
- Bachelor's degree or equivalent work experience
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_TIMEAbout UW Credit Union
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
501 - 1,000 Employees
Headquarters location
Madison, WI, US
Year founded
1931