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Ira Jobs in Michigan (NOW HIRING)

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CAD Technician

Carrollton, MI · On-site

$15 - $20/hr

  • Medical

  • Life

  • Retirement

  • PTO

D&M offers competitive salaries, health, prescription, term life insurance plans and IRA Investment plan. D&M is seeking motivated, dedicated, and qualified individuals who are willing to put client ...

Journeyman Plumber

New Baltimore, MI · On-site

$25 - $45/hr

  • Medical

  • Retirement

  • PTO

Simple IRA * Competitive salary * Paid time off Licensed Journeyman PlumberWe are seeking a Licensed Journeyman Plumber with a minimum of 5 years of experience in commercial, residential, and ...

Crew Member

Roseville, MI · On-site

$11 - $14.25/hr

  • Medical

  • Dental

  • Retirement

  • PTO

Great Benefits including Health, Dental, SIMPLE IRA with company match. Flexible schedules in a fast paced, fun team environment! About Us For over 35 years, Culver's guests have been treated to ...

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Ira information

See Michigan salary details

$10

$16

$31

How much do ira jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for ira in Michigan is $16.12, according to ZipRecruiter salary data. Most workers in this role earn between $11.40 and $17.52 per hour, depending on experience, location, and employer.

What is an IRA?

An IRA (Individual Retirement Account) job typically refers to roles in the financial industry that involve managing, advising, or administering IRA accounts. Professionals in this field help individuals set up and maintain retirement savings accounts, ensuring compliance with tax laws and investment regulations. They may work for banks, brokerage firms, or financial advisory companies, assisting clients with contributions, withdrawals, and investment decisions. Strong knowledge of retirement planning and tax implications is essential for success in this role.

What are the typical career advancement opportunities for an IRA specialist?

IRA Specialists often start by managing client retirement accounts and providing advice on investment options, but with experience, they can advance to senior advisor roles, team leadership positions, or move into broader financial planning and wealth management roles. Many professionals pursue additional certifications or licenses to expand their expertise and qualify for higher-level positions. Since this field values both technical knowledge and client service skills, successfully growing a client base and demonstrating strong regulatory understanding can open doors to management or specialized consultant opportunities. The continuous changes in financial regulations and products also offer ongoing professional development and learning potential.

What are the key skills and qualifications needed to thrive in the IRA position, and why are they important?

To thrive as an IRA Specialist, you need strong knowledge of individual retirement accounts, financial regulations, and investment products, typically obtained through a finance degree or equivalent experience. Proficiency with financial planning software, brokerage platforms, and relevant certifications such as the Series 6 or Series 7 license is often required. Outstanding communication, analytical thinking, and customer service skills distinguish top performers in this role. These competencies ensure clients receive accurate advice, maintain compliance, and build long-term relationships, all of which are critical for success in retirement planning.

What are the most commonly searched types of Ira jobs in Michigan?

The most popular types of Ira jobs in Michigan are:

Infographic showing various Ira job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $33,534 per year, or $16.1 per hour.

IRA/Investment Specialist

Lake Trust Credit Union

Brighton, MI • On-site

Full-time

Posted 12 days ago


Lake Trust Credit Union rating

9.1

Company rating: 9.1 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


Job description

IRA/Investment Specialist
B2 - Band B MRP 2
The IRA/Investment Specialists' roll is to manage and maintain the Lake Trust IRA program as well as various specialty accounts. Also to advise and deepen members' relationship with Lake Trust by offering other products and services. Coordinate with Financial Life Planning regarding IRAs, certificates and other investments as appropriate. Assist in training & supporting Onstage staff with member needs concerning IRAs, CD's, trusts, representative payee, conservatorships, Powers of Attorney, estates and other specialty accounts. Work closely with our Compliance & Legal areas in keeping all deposit disclosures compliant. Responsibilities include reviewing, validating and submitting tax reporting forms to members and the IRS on all deposit accounts.
What You'll Do
  • Validate and quality check IRA work that has been done by the On-Stage staff and give feedback as needed.
  • Phone support for Onstage staff on IRAs and specialty accounts (trust, conservator, rep payee, estate accounts).
  • Compile and conduct IRA Training updates for Onstage staff, as needed. Also conduct IRA training for new staff when requested by Learning & Development.
  • Attend IRA webinars/seminars to stay updated on any IRA compliance/rule changes.
  • Answer HelpDesk, phone calls and email requests submitted by staff.
  • Work closely with the IS area to coordinate tax reporting validation to members and the IRS.
  • Develop, update, maintain & communicate IRA procedures to Onstage staff and assure updates are made in Currents.
  • Assist members by phone.
  • Process any manual IRA required distributions which cannot be done electronically. Review RMD distributions and assure they are done in a timely manner and by IRS deadlines. Assure all tax reporting documents are sent to members and the IRS by defined dates.
  • Coordinate with Financial Life Planning to provide seamless services to our members. When possible attend seminars to provide an onsite credit union presence.
  • Assist and coordinate with Financial Life Planning in updating information for Onstage staff.
  • Coordinate with Member Service department staff to ensure appropriate coverage needs for department duties are maintained across split schedules; assist other department reps (including Mail Services and Treasury Support) and other department specialists as needed; perform other duties within the full Member Service Support business unit as assigned/requested (such as may arise in the Virtual Solutions & Records area.)
  • Support department and branch disaster recovery planning and procedures and assist with disaster recovery plan testing.
  • Serve on various teams (i.e. the MS Procedures Team & the Deceased Team) and participate in projects as assigned.
  • Perform other job duties within the Member Service area as may be assigned/requested.

What You'll Bring
  • Requires a high school diploma or GED.
  • Requires two or more years of similar or related experience with a financial institution.
  • IRA and investment knowledge and experience preferred.
  • A strong working knowledge of Microsoft Outlook, Word, PowerPoint and Excel.
  • Strong time management skills.
  • Effective verbal and written communication skills.
  • Proven ability to support a strong member service focused and teamwork culture.

What You'll Get
We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy:
  • Working with an energetic team focused on making our members wildly successful
  • An opportunity to work with others that have your back every step of the way
  • Opportunities to make a difference both inside and outside of our walls
  • Being treated like you are more than the work you do

What Lake Trust Credit Union employees say

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