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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 23, 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 does an IRS contact representative do?

An IRS contact representative assists taxpayers by answering questions about their tax accounts, resolving issues, and providing guidance on tax laws and procedures. They often work in call centers, use specialized software, and require knowledge of tax regulations and customer service skills.

Do I need a job for a traditional IRA?

A job is not required to open or contribute to a traditional IRA; anyone with earned income can contribute up to the annual limit. However, earned income from employment or self-employment is necessary to make contributions, and the account holder must meet certain income requirements to deduct contributions on taxes.

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 jobs pay 4000 a week without a degree?

An IRA (Individual Retirement Account) representative typically does not earn $4,000 weekly without specialized experience or commission-based pay. Generally, high-paying jobs that can reach this level without a degree include sales roles, real estate agents, or certain entrepreneurial ventures, but these often require skills, certifications, or a strong client network. Most roles with such earnings involve commission, performance bonuses, or self-employment factors.

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
What cities are hiring for Ira Representative jobs? Cities with the most Ira Representative job openings:
What job categories do people searching Ira Representative jobs look for? The top searched job categories for Ira Representative jobs are:
Ira Representative jobs near you
Infographic showing various Ira Representative job openings in the United States as of July 2026, with employment types broken down into 1% Internship, 89% Full Time, 9% Part Time, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.
RPAS Participant Services Representative

RPAS Participant Services Representative

BOK Financial

Tulsa, OK • On-site

$14 - $19/hr

Full-time

Retirement

Posted 5 days ago

Job description

Req ID: 77740
Location: Tulsa -TUL
Areas of Interest: Wealth Management; Accounting; Customer Service/Call Center; Institutional/401(K) Services
Pay Transparency Salary Range: Not Available
Application Deadline: 07/15/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Formula Based
Summary
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most of every opportunity. Bring your knowledge, skills, and abilities to us as a Participant Services Representative. You'll be positioned for a great career!
Job Description
The Participant Services Representative is the primary contact for participants in the multiple retirement plans in which the bank serves as the trustee. This individual serves as a liaison between the participant and Trust Operations and/or Relationship Management. The representative is responsible for providing an exceptional client service experience for the participants by answering key questions about plans, providing research, solving problems and clearly communicating information. These interactions primarily take place via phone and email which requires the representative to listen, understand, clearly communicate and thoroughly resolve issues. At times the representative will interact with brokers, Plan Sponsors, Bank Relationship Management Staff and Trust Operations personnel related to the issue.
Team Culture
We have an authentic culture and a one-team philosophy. We lead by example, maintain a positive attitude, and encourage and support one another. We enjoy healthy competition and take pride in our performance. Performance dashboards are on display, and top performers are recognized monthly, quarterly, and annually.
Our vision is to become the world's best call center team. Our mission is to provide exceptional service and valuable solutions in partnership with our clients, all within an environment of integrity and respect. We live this through shared accountability. We question current processes and find ways to increase efficiency. Sharing is caring, especially when it involves best practices, and we do it in many ways learning from one another.
How You'll Spend Your Time
  • You'll receive comprehensive training and the necessary tools to be successful. Client assistance generally includes questions regarding common access or account requests, benefit provisions, or requests to execute transactions from retirement plan participants.
  • You will work with the Relationship Management group by fielding questions on terminated plan participants regarding distribution options and our Individual Retirement Account (IRA) rollover product, and maintain IRA reports to ensure distributions occur within established plan timeframes.
  • You will also probe for IRA cross-sale opportunities and serve as the liaison between the prospective IRA rollover account holder and the assigned account officer for the IRA account.
  • You will escalate situations when appropriate and follow up and follow through with internal and external clients. You will follow standardized policies and procedures to ensure compliance and to minimize risk.

You will have opportunities to participate in training, engage in self-improvement initiatives, and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. Coaching and feedback sessions will help you achieve desired results and earn additional income through meeting or exceeding satisfaction survey metrics. You will always be learning.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of high school and 2-3 years' experience in financial services, customer service or call center industry or equivalent educational experience.
  • Thorough knowledge and use of Windows based PC applications, including word processing, spreadsheets.
  • Thorough knowledge and use of online access applications, including mobile apps.
  • Working knowledge of trust accounting systems, recordkeeping systems, participant trading platforms and other web based transaction platforms utilized by participants.
  • Working knowledge of basic investments, styles and asset allocation.
  • General knowledge of employee benefits, ERISA and IRS regulations and applicable rules and regulations covering retirement plans.
  • General knowledge of self-directed online brokerage system and documentation and brokerage, settlement and trading functions.
  • Excellent oral and written communication skills including problem-solving, conflict resolution and customer relations skills.
  • Advanced math skills in order to assist participants with transactions.
  • Ability to respond to client needs in a fast-paced environment including the ability to multi-task.
  • Strong ability to learn and adapt to change in a fast-paced environment.
  • Experience in a call center environment is preferred.

Working Conditions & Physical Requirements
Office
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.

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