Retirement and Investment Services Specialist

CFS; Madison (WI); On-site; USD 62,000 - 67,000; Full time

Benefits offered by this job

401(k) match

Vacation + sick leave + holidays

Volunteer time off

Job summary

CFS in Madison, WI is seeking a service-oriented professional to support educators and members with retirement savings, investments, distributions, and wealth transfer. You will handle 403(b) and IRA enrollments, asset transfers, and account questions by phone and virtually, while following IRS rules.

This role emphasizes compassionate member service, collaboration with the Service Team and Financial Advisory Team, and ongoing licensing requirements.

Qualifications

• Full FINRA licensing including SIE, Series 6, and Series 63, plus Wisconsin Life Insurance license.
• 1–2 years of customer service or sales experience in financial services, insurance, or retirement planning.
• Associate’s or Bachelor’s degree in Business preferred with strong communication and problem-solving skills.

Responsibilities

• Provide high-level customer service by phone and virtually for 403(b) and IRA enrollments, investments, distributions, and account questions.
• Process and explain asset exchanges and transfers while applying IRS rules and retirement plan requirements.
• Help members understand 403(b) rules and available retirement savings options across plans.
• Guide members through wealth transfer and beneficiary claims from call to completion with empathy.
• Collaborate with Service Team, Financial Advisory Team, and Field Member Benefit Consultants on needs and updates.

Skills

FINRA licensing

Wisconsin Life license

Customer service

Education

Associate/Bachelor in Business

Job description

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.