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Ira Representative Jobs (NOW HIRING)

DSP Residential IRA

Minetto, NY · On-site

$16.39/hr

... IRA Coordinator for float position). Assists in facilitating the smooth daily operation of the ... Must maintain professionalism at work and when representing the Agency. * Driving - some shifts ...

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 ...

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

See salary details

$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.
More about Ira Representative jobs
What cities are hiring for Ira Representative jobs? Cities with the most Ira Representative job openings:
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.
DSP Residential IRA

$16.39/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Job description

***Sign-On Bonus***

Grade 12
Full-time, Part-time and Substitute positions available

Schedules/shifts vary 

About Oswego County Opportunities

Oswego County Opportunities is a private, nonprofit human service agency serving 15,000 people each year through more than 50 programs. OCO inspires partnerships and provides services that empower people, support communities, and change lives.
OCO’s mission guides not only our work with the community and consumers, but with our employees as well. Employees are our most important asset, and our benefits package is designed to provide peace of mind which in turn improves the quality of life for you and your family.
OCO’s employee benefits include:

  • 403B Deferred Annuity Retirement Plan
  • Employee Assistance Program
  • Term Life Insurance
  • Paid leave (sick leave, PTO, holidays, etc.)
  • Health, Dental, and Vision Insurance available to Full-Time staff

Job Summary:


Performs a variety of direct care, household, administrative and recreational tasks under the supervision of the assigned supervisor, (Site Supervisor or (IRA Coordinator for float position).  Assists in facilitating the smooth daily operation of the assigned Individualized Residential Alternative (IRA) program sites and ensures the safety and wellbeing of individuals in our care.  Carries out all duties according to Agency, Program and NYS OPWDD policies and regulations.

Job Duties and Responsibilities: 

  • Provides person centered support to individuals and adheres to OPWDD core competency expectations for a DSP.
  • Follows individual protective oversight plans to ensure safety and protection to individual’s protection to individuals, and respects individual’s rights.  
  • Assists with daily living routines with individuals as assigned; including hygiene practices, toileting and grooming, and preparing individuals for daily activities and/or evening routines.
  • Administers and/or assists with medications in accordance with OPWRDD regulations and Agency Procedures, supervises individual’s self-medication and documents accurately; shares medication administration concerns with supervisory staff and/or RN’s.
  • Assists with medical needs of individuals, participates in appointments during, and completes necessary documentation.
  • Assists with planning menus, grocery shopping, and meal preparation and meeting consumers’ dietary needs.
  • Performs counseling and coaching of consumers, analyzes situations and uses good judgment and proper intervention techniques; follows behavior management plans.
  • Participates in and implements habilitation plans; ensures provision of Medicaid billable services with accurate documentation and billing records using Precision Care software; reports concerns to supervisor.
  • Ensures proper handling of Agency money and documentation for approved purchases, assists with individuals personal allowance purchases ensuring correct accounting and balances with documentation according to Agency and program procedures.
  • Assists with house cleaning laundry and routine household maintenance according to assignment and schedule per site requirements to ensure safety and a sanitary environment; reports maintenance needs to appropriate party.
  • Schedules and participates in individual’s activities, ensures community integration and provides transportation; uses agency van when available, or personal vehicle if needed.
  • Documents and reports incidents in accordance with OPWDD regulations and Agency procedures
  • Assists consumers as needs arise during an overnight shift.
  • Follows Agency policy and procedures in emergency and non-emergency situations, handles situations that arise and seeks assistance on unusual situations and reports concerns to supervisor or on call manager.
  • Provides first-aid treatment as necessary.
  • Reports concerns that arise during assigned shift to supervisor.
  • Maintains paperwork as required by state and program regulations and agency policy in an accurate and timely manner Maintains confidentiality of individual, program and site related information.
  • Assists with snow removal and lawn care as needed and assigned.
  • Provides coverage on extended shifts until coverage is secured in urgent situations.

Job Requirements:

  • Must have the ability to work assigned schedule and be reasonably flexible with work schedule to cover occasional holidays or extended shifts in urgent situations.
  • Must be able to relate well with developmentally disabled individuals and their families.
  • Must be able to exercise good judgment in carrying out duties, follow regulations and defuse behavioral concerns.
  • Must have the ability to work with others in a warm, professional manner and be a positive role model to individuals.
  • Must maintain professionalism at work and when representing the Agency.
  • Driving - some shifts require:
    • Valid NYS Driver’s license with good driving record in accordance with Agency policy/procedure.
    • Access to a reliable, properly registered, inspected and insured vehicle for related area travel/transport.
    • Becoming certified Agency Vehicles which may include driving 12–15 passenger vans.
    • Becoming and maintaining 19-A driving certification.
  • Must have acceptable physical ability to carry out the position including the ability to perform within the DD program Functional Job Description including, but not limited to: lifting regularly, pushing wheelchairs, assisting in transferring individuals and climbing stairs.
  • Within one month of hire: must obtain a complete site orientation and OCO’s general mandatory orientation.
  • Within two months of hire: must successfully complete all Agency and program required orientation/trainings
  • Within four months of hire: must obtain and maintain certifications in CPR/First-Aid and SCIP.
  • Upon Offering: must attend and successfully complete the OPWDD Medication Administration course, attend Part II of the training and become certified by OCO’s Nurse Manager and maintain certification.
  • Must maintain all required certifications and trainings and attend additional trainings as required for skill enhancement.
  • Must obtain and maintain Insulin Certification, if required by the site.

Minimum Qualifications:

  • High School Diploma or equivalency preferred; and
  • 1-3 year’s paid employment, volunteer experience, or related life experience; or
  • Any equivalent combination of education, experience and training; or
  • Candidates without stated educational requirements are required to complete a job readiness test/assessment and related training.

Click here for more info about OCO's Services!

Oswego County Opportunities, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, creed, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, marital status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.