Educator Retirement & Investment Advisor

WEA Member Benefits; Madison (WI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive pay

Health/dental/vision insurance

Paid time off

401(k) retirement savings plan

Job summary

WEA Member Benefits in Madison, WI seeks a Retirement and Investment Services Specialist to assist members with 403(b) and IRA programs, respond to retirement questions, and perform calculations and fund trades.

You will ensure IRS rules compliance, educate members, and support program administration with accuracy and timely service. Bachelor's in Business/Finance and securities licenses (or willingness to obtain) are required.

Qualifications

• Bachelor’s Degree in Business or Personal Finance or related field.
• Knowledge of IRC 403(b) and 408(a) retirement planning concepts.
• Experience with financial software or online record-keeping systems.
• Commitment to excellent customer service and standards.
• State licenses (Series 6/7/63) or willingness to obtain within six months.

Responsibilities

• Respond to member inquiries about mutual funds, allocations, and 403(b)/IRA rules.
• Execute planning calculations and benefit estimates for members.
• Complete mutual fund orders and fund allocations per member requests.
• Calculate earnings/losses for adjustments and settlements.
• Educate members on 403(b)/IRA exchanges, transfers, and conversions.
• Inform potential members about benefits of retirement programs.
• Determine member eligibility and enroll in 403(b) and IRA programs.
• Consult with members to assess retirement savings needs and recommend changes.

Skills

Customer service

Financial knowledge

IRS regulations

Mutual funds

Retirement planning

Communication skills

Education

Bachelor’s Degree in Business or Personal Finance

Tools

Financial software

Online record-keeping systems

Job description

WEA Member Benefits in Madison, WI seeks a Retirement and Investment Services Specialist to assist members with 403(b) and IRA programs, respond to retirement questions, and perform calculations and fund trades.

You will ensure IRS rules compliance, educate members, and support program administration with accuracy and timely service. Bachelor's in Business/Finance and securities licenses (or willingness to obtain) are required.