Investment Specialist
Creative Financial Staffing — Madison, WI
Posted: 2026-09-30
Job Description
• Serve as a client resource for IRAs, 403(b) plans, investment allocations, distributions, transfers, retirement planning, wealth transfer, and beneficiary claims.
• Process asset transfers, exchanges, and account updates in compliance with IRS and plan-specific regulations.
• Meet with clients virtually and in person to discuss retirement savings and distribution options.
• Support regulatory updates, special projects, process improvements, and cross-team collaboration.
• Requires 1-2 years of relevant experience, an Associate’s or Bachelor’s degree in Business, Finance, or a related field, and FINRA SIE, Series 6, Series 63, and Wisconsin Life Insurance licensing; partially licensed candidates may be considered.