Impactful Retirement & Investment Advisor

CFS; Madison (WI); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefit package

Training & development

Job summary

CFS is seeking a Retirement & Investment Specialist in Wisconsin to help clients navigate retirement planning, investments, and wealth transfers with empathy and expertise.

You will respond to questions, guide clients through complex financial decisions, and coordinate with teams to ensure a smooth client experience. The role emphasizes ongoing training, professional development, and a strong client-first approach.

Qualifications

• Licensing required: SIE, Series 6, Series 63, and Wisconsin Life Insurance.
• Partially licensed candidates may be considered based on progress toward licenses.
• 1–2 years of experience in customer service or financial services.
• Degree in Business or Finance or related field preferred.

Responsibilities

• Respond to client questions regarding IRAs, 403(b) plans, investments, distributions, transfers, and related products.
• Guide clients through retirement planning, wealth transfers, beneficiary claims, and sensitive financial situations.
• Process asset transfers, exchanges, distributions, and account updates in compliance with IRS rules and plan guidelines.
• Meet with clients virtually and in person to discuss retirement savings, investments, and distribution options.
• Collaborate with service, advisory, and field teams to deliver a seamless client experience.
• Contribute to special projects, regulatory initiatives, and process improvements.

Skills

FINRA licensing

SIE

Series 6

Series 63

Wisconsin Life Insurance License

Customer service experience

Communication skills

Relationship building

Client-focused empathy

Education

Associate’s or Bachelor’s degree in Business or Finance

Job description

CFS is seeking a Retirement & Investment Specialist in Wisconsin to help clients navigate retirement planning, investments, and wealth transfers with empathy and expertise.

You will respond to questions, guide clients through complex financial decisions, and coordinate with teams to ensure a smooth client experience. The role emphasizes ongoing training, professional development, and a strong client-first approach.