Retirement & Investment Services Specialist — Bonus Eligible

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

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.