Retirement and Investment Specialist

CFS; Madison (WI); Sur place; USD 80 000 - 90 000; Plein temps

Avantages offerts par ce poste

Benefit package

Training & development

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

FINRA licensing

SIE

Series 6

Series 63

Wisconsin Life Insurance License

Customer service experience

Communication skills

Relationship building

Client-focused empathy

Formation

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

Description du poste

Retirement & Investment Specialist

Join a collaborative, high-performing team where you’ll help clients navigate important financial decisions and life events. This role offers the opportunity to deepen your expertise in retirement planning, investments, wealth transfer, and beneficiary services—all within a supportive environment focused on professional development and long-term career growth.

Target Compensation: $80,000–$90,000 + Compensation.

Why You’ll Love This Opportunity

• Be part of a supportive, team-oriented culture where collaboration and exceptional client service go hand in hand.
• Expand your knowledge of retirement plans, investments, wealth transfer, beneficiary services, and financial regulations.
• Work directly with clients and make a meaningful impact as they navigate important financial decisions and life transitions.
• Take advantage of strong benefits, ongoing training, and opportunities for professional and career development.
• Join an organization that values a positive, engaging workplace while maintaining a strong commitment to its clients.

What You’ll Do

• Respond to client questions regarding IRAs, 403(b) plans, investment allocations, distributions, account transfers, and related financial products.
• Guide clients through retirement planning, wealth transfers, beneficiary claims, and other sensitive financial situations with professionalism and empathy.
• Process asset transfers, exchanges, distributions, and account updates while adhering to IRS requirements, plan guidelines, and applicable regulations.
• Meet with clients virtually and in person to discuss retirement savings, investment, and distribution options.
• Partner with service, advisory, and field consulting teams to deliver a seamless client experience.
• Contribute to special projects, regulatory initiatives, process improvements, and other team priorities.

What We’re Looking For

• FINRA licensing, including SIE, Series 6, and Series 63, along with a Wisconsin Life Insurance License.
• Candidates who are partially licensed may also be considered based on recent exam activity and progress toward completing required licenses.
• 1–2 years of experience in customer service, financial services, banking, insurance, sales, or a related client-facing environment.
• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred.
• Strong communication and relationship-building skills with the ability to explain financial concepts clearly.
• A client-first mindset and the ability to handle sensitive financial situations with professionalism, accuracy, and empathy.

Ready to grow your financial services career while making a meaningful difference for clients? We’d love to connect.

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