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Ira Jobs (NOW HIRING)

First National Bank

IRA Manager

Henderson, NV · On-site

About the role The Self-Directed IRA Manager oversees operations and real estate backed transactions involving IRAs, while ensuring top-notch customer service requirements are met. This position ...

First National Bank

IRA Manager

Henderson, NV · On-site

About the role The Self-Directed IRA Manager oversees operations and real estate backed transactions involving IRAs, while ensuring top-notch customer service requirements are met. This position ...

First Savings_Beresford

IRA Manager

Henderson, NV

About the role The Self-Directed IRA Manager oversees operations and real estate backed transactions involving IRAs, while ensuring top-notch customer service requirements are met. This position ...

Trust Point Inc.

IRA Specialist

La Crosse, WI · On-site

We are looking for an individual with great attention to detail and focuses on assisting internal and external clients regarding IRA's. We offer a complete line of benefits including, health, dental ...

Trust Point Inc.

IRA Specialist

La Crosse, WI · On-site

A DAY IN THE LIFE OF AN IRA SPECIALIST * Manage the administration of Individual Retirement Accounts (IRAs), including contributions, distributions, rollovers, Roth conversions, beneficiary ...

Trust Point Inc.

IRA Specialist

Eau Claire, WI · On-site

We are looking for an individual with great attention to detail and focuses on assisting internal and external clients regarding IRA's. We offer a complete line of benefits including, health, dental ...

Old National Bank

Tax & IRA Coordinator

Evansville, IN · On-site

$51K - $101K/yr

Responsibilities Position Summary The Tax & Individual Retirement Account (IRA) Coordinator provides operational and technical support for fiduciary tax administration and Individual Retirement ...

Trust Point Inc.

IRA Specialist

Eau Claire, WI · On-site

A DAY IN THE LIFE OF AN IRA SPECIALIST * Manage the administration of Individual Retirement Accounts (IRAs), including contributions, distributions, rollovers, Roth conversions, beneficiary ...

Old National Bank

Tax & IRA Coordinator

Evansville, IN

$51K - $101K/yr

Position Summary The Tax & Individual Retirement Account (IRA) Coordinator provides operational and technical support for fiduciary tax administration and Individual Retirement Accounts within the ...

Ascensus

Senior IRA Services Representative

Dresher, PA · On-site

$19 - $26.25/hr

The IRA Service Representative will also support Mid Atlantic's involuntary rollover product. The Senior IRA Services Representative serves as a versatile and highly knowledgeable team member capable ...

ASCENSUS

Senior IRA Services Representative

Dresher, PA · On-site

$18.75 - $25.75/hr

The IRA Service Representative will also support Mid Atlantic's involuntary rollover product. The Senior IRA Services Representative serves as a versatile and highly knowledgeable team member capable ...

Cetera

Operations Professional IRA

Saint Cloud, MN · On-site

Operations Professional IRA Location: Saint Cloud, MN Schedule: 8am-5pm, in office What we do here: Cetera is a leading financial advice firm. Comprehensive services include: wealth management ...

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How much do ira jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for ira in the United States is $18.36, according to ZipRecruiter salary data. Most workers in this role earn between $12.98 and $19.95 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.

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ira jobs near you
Infographic showing various Ira job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $38,187 per year, or $18.4 per hour.

IRA Specialist

Burbank, CA • On-site

Farmers Insurance Federal Credit Union
Finance and Insurance • 51 - 200 employees
Learn more about Farmers Insurance Federal Credit Unionexternal

$25 - $30/hr

Full-time

Retirement

Posted 23 days ago

Job description

Description
Job Summary
The IRA Specialist is responsible for creating and maintaining all Retirement Account Products and Share Certificates. Maintains compliance with all IRA regulations and provides IRA training for Credit Union staff in order to support Credit Union members. Supports all compliance related activities pertaining to Retirement Accounts, and managing the third party vendor platform. Identifies risks and escalates as necessary.
Responsibilities
  • Attends the IRA and HSA University and applicable continuing education activities in order to maintain certification and stay abreast of all regulations.

  • Develops and maintains updated procedures on Retirement Accounts and Share Certificates.

  • Responsible for reporting assets to government systems; such as Social Security and Medicaid.

  • Oversees the review, reporting, and notification requirements relating to Internal Revenue Service Withholding and Information Return reporting.

  • Ensures that IRA Required Minimum Distribution related notifications, distributions, and reporting requirements are met for the Credit Union's IRA portfolio. Administers dividend rate changes for jumbo certificates and for member age-related bonuses.

  • Establishes new IRA plans deposit products and processes all IRA transactions, including incoming and outgoing transfers.

  • Transfers, Distributions, Rollovers, Conversions, and Closures in accordance with government regulations and Credit Union policies.

  • Consults and educates members regarding investment rates, deposit product options, and IRA and HSA products.

  • Oversees the review and completion of complex IRA and HSA related transactional activities requiring knowledge base of a Certified IRA Representative.

  • Ensures all departmental policies, procedures, and requirements for the IRA Department are met.

  • Ensures Records Retention and other applicable compliance related activities are adhered to.

  • Oversees relationship with the Credit Union's third party vendor IRA Administrator.

Qualifications
  • High School Diploma or equivalent. Bachelor's degree preferred.

  • Certified IRA Professional Designation required within 12 months of

  • hire date.

  • 3 years' experience working directly with IRA and investment products required.

  • Experience working in a credit union

Pay Range
$25.00 Hourly to $30.00 Hourly

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