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Ira Representative Jobs (NOW HIRING)

RES

IRA - Administrative Assistant

Palmer, TX · On-site

$18 - $21/hr

Assists and supplies data as requested for IRA compliance * Administers project documentation and ... The work environment and physical demands characteristics are representative of those the employee ...

RES

IRA - Administrative Assistant

Palmer, TX · On-site

$18 - $21/hr

Assists and supplies data as requested for IRA compliance * Administers project documentation and ... The work environment and physical demands characteristics are representative of those the employee ...

IRALOGIX,Inc

Customer Care Representative

Charlotte, NC · Remote

$16.50 - $22.25/hr

We empower financial institutions--IRA providers, 401(k) recordkeepers, advisors, and banks--to ... represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D

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Ira Representative information

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$24.5K

$44.2K

$77K

How much do ira representative jobs pay per year?

As of Aug 11, 2026, the average yearly pay for ira representative in the United States is $44,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $43,000.00 per year, depending on experience, location, and employer.

What is the difference between Ira Representative vs Financial Advisor?

AspectIra RepresentativeFinancial Advisor
CredentialsTypically requires FINRA licenses (e.g., Series 6, 7)Often holds certifications like CFP, CFA, or ChFC
Work EnvironmentPrimarily works for broker-dealers or investment firmsWorks independently or for financial planning firms
Industry UsageCommonly employed in brokerage and investment firmsUsed across banking, independent advisory, and wealth management
Primary FocusRecommending and selling investment productsProviding comprehensive financial planning and advice

While both roles involve investment knowledge, an Ira Representative mainly focuses on selling investment products and requires specific FINRA licenses. A Financial Advisor offers broader financial planning services and often holds advanced certifications. The choice depends on whether you seek product sales or holistic financial guidance.

What are some common challenges faced by IRA representatives, and how can they be addressed?

IRA Representatives often encounter challenges such as staying updated with constantly changing IRS regulations, managing a high volume of client inquiries during tax season, and accurately processing complex IRA transactions. To overcome these challenges, it is important to engage in ongoing training, utilize up-to-date financial software, and collaborate closely with compliance teams. Building strong communication skills and organizing tasks efficiently can also help maintain accuracy and provide excellent customer service.

What is an IRA representative?

An IRA Representative is a financial professional who specializes in assisting clients with Individual Retirement Accounts (IRAs). They provide guidance on opening and managing IRAs, help clients understand different types of IRAs (such as Traditional and Roth), and ensure compliance with IRS rules and regulations. IRA Representatives may also help clients with rollovers, distributions, beneficiary designations, and answer questions about contribution limits and tax implications. Their primary goal is to help individuals plan and manage their retirement savings effectively.

What are the key skills and qualifications needed to thrive as an IRA representative, and why are they important?

To thrive as an IRA Representative, you need a solid understanding of retirement account regulations, financial products, and customer service best practices, often supported by a relevant degree and FINRA Series 6 or 7 certification. Familiarity with financial software platforms, CRM systems, and compliance tools is typically required. Strong communication, attention to detail, and problem-solving abilities help build client trust and handle complex account inquiries efficiently. These skills and qualifications are crucial for ensuring regulatory compliance, providing accurate guidance, and delivering excellent client experiences in the financial services industry.
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Ira Representative jobs near you
Infographic showing various Ira Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

IRA Specialist

Farmers Insurance Federal Credit Union

Burbank, CA • On-site

$25 - $30/hr

Full-time

Retirement

Posted 8 days ago

Job description

Job Summary 

The IRA Specialist is responsible for creating and maintaining all Retirement Account Products and Share Certificates. Maintains compliance with all IRA regulations and provides IRA training for Credit Union staff in order to support Credit Union members. Supports all compliance related activities pertaining to Retirement Accounts, and managing the third party vendor platform. Identifies risks and escalates as necessary. 

Responsibilities 

  • Attends the IRA and HSA University and applicable continuing education activities in order to maintain certification and stay abreast of all regulations.  

  • Develops and maintains updated procedures on Retirement Accounts and Share Certificates.  

  • Responsible for reporting assets to government systems; such as Social Security and Medicaid.  

  • Oversees the review, reporting, and notification requirements relating to Internal Revenue Service Withholding and Information Return reporting.  

  • Ensures that IRA Required Minimum Distribution related notifications, distributions, and reporting requirements are met for the Credit Union’s IRA portfolio. Administers dividend rate changes for jumbo certificates and for member age-related bonuses. 

  • Establishes new IRA plans deposit products and processes all IRA transactions, including incoming and outgoing transfers.  

  • Transfers, Distributions, Rollovers, Conversions, and Closures in accordance with government regulations and Credit Union policies.  

  • Consults and educates members regarding investment rates, deposit product options, and IRA and HSA products.  

  • Oversees the review and completion of complex IRA and HSA related transactional activities requiring knowledge base of a Certified IRA Representative.  

  • Ensures all departmental policies, procedures, and requirements for the IRA Department are met.  

  • Ensures Records Retention and other applicable compliance related activities are adhered to.  

  • Oversees relationship with the Credit Union's third party vendor IRA Administrator. 

Qualifications 

  • High School Diploma or equivalent. Bachelor's degree preferred.  

  • Certified IRA Professional Designation required within 12 months of  

  • hire date. 

  • 3 years’ experience working directly with IRA and investment products required.  

  • Experience working in a credit union