Educator Retirement & Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
WEA Member Benefits in Madison, WI seeks a Retirement and Investment Services Specialist to assist members with 403(b) and IRA programs, respond to retirement questions, and perform calculations and fund trades.
You will ensure IRS rules compliance, educate members, and support program administration with accuracy and timely service. Bachelor's in Business/Finance and securities licenses (or willingness to obtain) are required.
This opening is for the Educator Retirement & Investment Advisor role at WEA Member Benefits.
The position is based in Madison, WI, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 60.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Educator Retirement & Investment Advisor role in the description above.
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