New!
Premier Client Specialist BMO Financial
Sun Prairie, WI2 days ago
Highlights
Join a high-performing team that partners closely with clients through important life events while providing the training, support, and long-term career growth often missing in sales-driven environments. Build expertise in retirement plans, investments, wealth transfer, and beneficiary services while working directly with clients.
Numbers & Facts
| Location | Madison, WI |
| Industry | Financial Services |
| Salary | $60,000–$70,000 Per Year |
| Company Size | 500 to 999 employees |
| Year Founded | 1994 |
| Website | http://www.cfstaffing.com/ |
Description
Join a high-performing team that partners closely with clients through important life events while providing the training, support, and long-term career growth often missing in sales-driven environments.
Investment Specialist
Why This Opportunity Stands Out:
- Join a collaborative, high-performing team that values supporting one another while delivering exceptional client service.
- Build expertise in retirement plans, investments, wealth transfer, and beneficiary services while working directly with clients.
- Enjoy strong benefits, career development opportunities, and the chance to make a meaningful impact during important life events.
- Work for an organization that embraces a "have fun" culture while maintaining a strong commitment to client service.
Target Compensation: $60,000 - $70,000 + Bonus
Key Responsibilities for the Investment Specialist:
- Serve as a trusted resource for clients by answering questions related to IRAs, 403(b) plans, investment allocations, distributions, and account transfers.
- Guide clients through retirement planning, wealth transfer, beneficiary claims, and other sensitive financial situations with empathy and professionalism.
- Process asset transfers, exchanges, and account updates while ensuring compliance with IRS and plan-specific regulations.
- Meet with clients virtually and in person to discuss retirement savings and distribution options.
- Support special projects, regulatory updates, process improvements, and collaboration across service, advisory, and field consulting teams.
Qualifications for the Investment Specialist:
- FINRA licensing required, including SIE, Series 6, Series 63, and Wisconsin Life Insurance License.
- Candidates who are partially licensed may be considered based on exam progress and recent testing history.
- 1-2 years of customer service, financial services, banking, insurance, or sales experience.
- Associate's or Bachelor's degree in Business, Finance, or a related
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About Company
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.
CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.
Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.
