Retirement and Investment Services Specialist

Creative Financial Staffing, LLC; Madison (WI); On-site; USD 62,000 - 67,000; Full time

Benefits offered by this job

Employer 401(k) contribution up to 25%

3 weeks vacation

5 days sick leave

9 paid holidays

Volunteer time off

Job summary

Creative Financial Staffing, LLC is seeking a Retirement and Investment Services Specialist in Wisconsin to join a high-performing, client-focused team. You will support educators and members with 403(b) and IRA enrollments, distributions, and wealth transfer, leveraging your financial services knowledge in a collaborative environment.

This role emphasizes service rather than sales, requires FINRA licenses, and offers a strong benefits package including 401(k) matching up to 25%, vacation, sick

Qualifications

• Full FINRA licensing including SIE, Series 6, and Series 63, along with Wisconsin Life Insurance licensing; partial licensing may be considered.
• 1–2 years of customer service or sales experience, preferably within financial services, insurance, retirement planning, or a related environment.
• Associate’s or Bachelor’s degree in Business preferred, along with strong communication, collaboration, and problem-solving skills.

Responsibilities

• Provide high-level customer service to members by phone and virtually, assisting with 403(b) and IRA enrollments, investment allocations, distributions, and account questions.
• Process and explain asset exchanges and transfers while applying applicable IRS rules and retirement plan requirements.
• Help members understand 403(b) rules and available retirement savings and distribution options across different plans.
• Guide members through wealth transfer and beneficiary claims from the initial call through completion, providing a compassionate and empathetic experience.
• Partner with the Service Team, Financial Advisory Team, and Field Member Benefit Consultants on member needs, research, form updates, new rules, and other projects.

Skills

Customer service

Sales experience

Communication skills

Collaboration

Problem solving

Education

Business degree (Assoc/Bachelor)

Tools

SIE license

Series 6

Series 63

Wisconsin Life Insurance license

Job description

Retirement and Investment Services Specialist

Salary: $62,000–$67,000 + bonus opportunity up to 25%
Location: On-site
Industry: Retirement & Investment Services / Insurance

Why This Opportunity Stands Out

• Join a high-performing, collaborative team where having fun is one of the company’s core values.
• Help educators and members navigate important financial decisions around retirement savings, investments, distributions, and wealth transfer.
• Move away from commission-based sales while continuing to use your financial services knowledge and customer-facing skills.
• Strong long-term career opportunities in financial planning, plan administration, or field-based member services.
• Excellent benefits, including an employer 401(k) contribution equal to 25% of gross wages, three weeks of vacation, five days of sick leave, nine paid holidays, and volunteer time off.

Key Responsibilities

• Provide high-level customer service to members by phone and virtually, assisting with 403(b) and IRA enrollments, investment allocations, distributions, and account questions.
• Process and explain asset exchanges and transfers while applying applicable IRS rules and retirement plan requirements.
• Help members understand 403(b) rules and available retirement savings and distribution options across different plans.
• Guide members through wealth transfer and beneficiary claims from the initial call through completion, providing a compassionate and empathetic experience.
• Partner with the Service Team, Financial Advisory Team, and Field Member Benefit Consultants on member needs, research, form updates, new rules, and other projects.

Qualifications

• Full FINRA licensing including SIE, Series 6, and Series 63, along with Wisconsin Life Insurance licensing; candidates who are partially licensed may be considered depending on circumstances.
• 1–2 years of customer service or sales experience, preferably within financial services, insurance, retirement planning, or a related environment.
• Associate’s or Bachelor’s degree in Business preferred, along with strong communication, collaboration, and problem-solving skills.

EB-6307190515