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Ira Representative Jobs (NOW HIRING)

RES

IRA - Administrative Assistant

Palmer, TX

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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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 ...

OCO

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 ...

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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 Jul 1, 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 happens if I put 2000 in a Roth IRA?

As an IRA representative, contributing $2,000 to a Roth IRA allows your investment to grow tax-free, provided you meet income and contribution limits. Contributions can be made at any age if you have earned income, and the annual contribution limit for 2023 is $6,500 or $7,500 if you're age 50 or older. Excess contributions may incur penalties, so it's important to stay within the limit and adhere to IRS rules.

What does an IRA specialist do?

An IRA specialist manages and administers individual retirement accounts, providing clients with guidance on account setup, contributions, and withdrawals. They ensure compliance with regulations, maintain accurate records, and often use financial software to track account activity and advise clients on investment options.

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 job makes $10,000 a month without a degree?

An IRA (Individual Retirement Account) representative typically does not earn $10,000 a month solely from the role, as it is a financial advisory position often requiring industry certifications and experience. High earnings in finance-related roles, such as financial advisors or sales professionals, can reach that level through commissions and bonuses, but these usually require relevant skills, licenses, and a strong client base. Most jobs that pay $10,000 monthly without a degree are in sales, real estate, or entrepreneurship, rather than specific roles like IRA representatives.

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.

How much does an IRA specialist make?

An IRA specialist typically earns between $45,000 and $70,000 annually, depending on experience, location, and employer. They often work in financial services, assisting clients with retirement account management and compliance.
More about Ira Representative jobs
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Ira Representative jobs near you
Infographic showing various Ira Representative job openings in the United States as of June 2026, with employment types broken down into 5% Internship, 8% As Needed, 74% Full Time, 11% Part Time, and 2% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

IRA - Administrative Assistant

RES

Palmer, TX

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Be an early applicant

Job description

We are committed to building a workplace where everyone feels heard and respected, and extending our culture of care so that every individual can reach their full potential. We want you to have a sense of belonging and feel valued for your contributions and the perspectives you bring.
 
Summary: 
Administrative Assistant responsible for assisting the site management team and IRA compliance team in tracking and reconciling all hours associated to PWA program. This position will last for the duration of the project and be 100% site based.
 
Requirements: 
  • Supports field employees by contacting corporate resources for issue resolution.
  • Assists and supplies data as requested for IRA compliance
  • Administers project documentation and filing systems using company guidelines.
  • Reviews employee timesheets, enters into timekeeping system accurately and according to Payroll processing deadlines.
  • Ensures that all paperwork for new employees or transitioning employees is fully completed and submitted to HR within deadlines.
  • Supports internal office processes and company policies.
  • Files safety paperwork and uploads to Procore using assigned naming conventions according to type of document.
  • Creates and updates ad hoc spreadsheets and documents, tracks data as assigned by Supervisors.
  • Recognizes issues requiring action and takes initiative to resolve/report while working with minimal supervision. Stays current with professional and industrial best practices.
  • Must be able to work professionally with clients, vendors, employees, managers and supervisors.
  • Regular attendance is an essential requirement of the job.
  • Follow any other job-related duties/functions requested by the supervisor or onsite supervisors.
  • Help collect and confirm records, internally and from subcontractors.
  • Collect data on site from individuals enrolling into the Apprenticeship program.
 
Safety:
  • Ensures that safety is the most important function, follows safe practices while working.
  • Reinforces safe behaviors and eliminates “at risk” behaviors.
  • Reports potentially unsafe conditions and uses materials and equipment properly.
  • Ensures Job Hazard Analysis (JHA’s) occurs before scopes of work commence.
  • Adheres to and understands standard operating procedures.
  • Receives job- and task-specific training prior to work commencing.
  • Follows technical, quality and safety systems in place and determines appropriate action.
  • Follows safety and security procedures and determines appropriate action.  Reports potentially unsafe conditions and uses materials and equipment properly.
 
Qualifications:
  • HS Diploma or GED required, some college preferred.
  • 1-3 years office experience.
  • Employees must be physically capable of operating a vehicle safely, possess an appropriate valid driver's license.
  • Strong interpersonal and communication skills are required to ensure high quality, positive interfaces with the project team and administrative support functions who are based off-site.
  • Ability to multi-task and work independently when required.
  • Skilled in MS Office (Excel, Word, PPT and Outlook)
  • Understanding of business accounting and accounting systems.
 
Anticipated base salary range:  $18/hr. - $21/hr.
 
The final agreed upon compensation is based on individual education, qualifications, experience, and work location.
 
RES offers benefits that are effective first day of employment. These benefits include the following:
 
  • Medical, Dental and Vision
  • Health Savings Account with employer contribution
  • Flexible Spending Accounts
  • Basic Life and Voluntary Life
  • Short Term Disability
  • Accident, Hospital, and Critical Illness
  • 401 (k) plan with 6% company match
  • Paid Time Off (PTO) and Paid Holidays
  • Paid Parental Leave
  • Employee Referral Bonus and Wellness programs
  • Wellness Reimbursement
 
 
Physical requirements and environment:
 
The work environment and physical demands characteristics are representative of those the employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Occasionally: Carrying, climbing, crouching, grasping, gripping, handling, kneeling, pinching, pulling, pushing, lifting, reaching, and stooping are required.
Frequently: Standing and walking is required.
Constantly: Reading, vision, repetitive motions, and sitting are required.                                      
Occasionally exposed to extreme cold, extreme heat, humidity, wet, noise, hazards and vibration in the working environment.
 
We maintain a drug-free workplace. Candidates will be required to pass a pre-employment background investigation and drug test as a condition of employment.
 
RES is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.