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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

$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 ...

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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 Jun 9, 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 May 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.
Member Services Representative IRA CD

Member Services Representative IRA CD

Teachers Federal Credit Union

Hauppauge, NY

$23 - $27/hr

Other

Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

Description
Join Our Team
For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.
Summary:
Addresses member inquiries, questions, and concerns related to IRA/CD distributions, transfers, and death claims to ensure member satisfaction. Prepares and distributes notifications, letters and forms, and enters all required information and transactions into appropriate systems, programs and logs.
Education and/or Experience:
  • A high school education or GED required
  • Minimum one year general work experience required
  • One year of banking experience and familiarity with Debit Card related laws/regulations/reporting requirements, banking policies, procedures, practices, protocols, systems and programs preferred
  • Oral/written communication, mathematical, problem-solving, multitasking and internet skills and excellent telephone etiquette required
  • Knowledge of Microsoft Excel and Word required
Job Responsibilities:
  • Verify IRA withdrawal forms and transfer requests and follow up with branch staff/members to resolve issues
  • Review deposit tickets for IRA contributions to verify amounts and tax year
  • Calculate and establish required minimum distributions (RMDs), ensure that member accounts are properly noted, and ensure accuracy
  • Verify maturity letters and premature redemption forms and calculate interest, dividends and penalties to ensure accuracy and proper posting.
  • Reverse penalties as approved, enter corrections into the GL and department systems, and set up payments in the system according to member instructions.
  • Maintain the check printer, verify the calculated total of printed checks matches the amount in the system generated report, and investigate/resolve discrepancies
  • Prepare agreements for new certificates and send copies of agreements to members for signature
  • Research competitor's rates, special promotions, update the rate comparison spreadsheet and update rates in the system on a regular basis
  • Maintains department files and prepares reports
  • Identifies opportunities to upsell additional products and tracks prospect interactions in system
  • Complete applications for retail products/services
  • Perform other duties as needed upon request from immediate supervisor
Benefits of Joining the Teachers Team:
We provide a competitive compensation and benefits package that includes, but is not limited to:
  • This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives
  • Paid time off for vacation, personal days, and holidays
  • 401(k) company contribution
  • Teachers pays 100% of Dental & Vision premium
  • Tuition reimbursement is offered to full-time employees
  • Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $23 - $27 per hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.
All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers
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