IRA Account Specialist, FINRA Series 7

Crypto Pro Network; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Attractive annual leave

401(k) plan with employer match

Company-sponsored health insurance

Flexible work hours

Career advancement opportunities

Job summary

A leading cryptocurrency company in Chicago seeks an experienced FINRA Series 7 Registered Representative to manage IRA-related inquiries and transactions, ensuring compliance and providing exceptional customer service. The ideal candidate will have at least one year of relevant experience and strong communication skills. This role offers a competitive salary and various benefits including a flexible work environment and a comprehensive 401(k) plan.

Qualifications

• Active FINRA Series 7 and 63 Licenses required.
• Minimum 1+ year of experience in retirement or brokerage industry.
• Highly organized and detail-oriented.

Responsibilities

• Handle IRA-related inquiries and transactions.
• Assist clients with various aspects of retirement accounts.
• Educate clients on retirement account rules.

Skills

Customer service

Communication skills

Knowledge of IRA rules

Problem-solving

Job description

Foris Capital US LLC, a Crypto.com company, is seeking an experienced FINRA Series 7 Registered Representative with a focus on IRAs and retirement accounts to join our broker/dealer team. This position is responsible for handling all IRA-related inquiries and transactions, supporting clients with every aspect of their retirement accounts, and ensuring compliance with applicable regulations. As a key member of our client service team, you will be the front line of the firm’s interaction with customers, assisting them with IRA rollovers, transfers, contributions, distributions, required minimum distributions (RMDs), beneficiary updates, and complex issues such as return of excess contributions and recharacterizations. You’ll also contribute to improving processes and delivering an exceptional client experience across phone, email, and chat channels. This position is based out of Chicago, Illinois.

Responsibilities

• Provide expertise on IRAs and retirement accounts, including Traditional, Roth, and future Inherited IRAs.
• Provide white‑glove customer service through phone, email, and chat while ensuring all communications meet compliance and regulatory standards.
• Process and assist with IRA transfers, rollovers, contributions, distributions, and recharacterizations accurately and efficiently.
• Educate clients on retirement account rules, including contribution limits, RMD requirements, and tax implications.
• Identify opportunities to improve the IRA service experience and help implement process enhancements to streamline operations.
• Collaborate with internal teams to resolve complex IRA or retirement‑related issues.
• Maintain up‑to‑date knowledge of IRS and FINRA rules related to retirement accounts.
• Contribute to the development of educational content and tools to help clients make informed retirement decisions.

Requirements & Skills

• Active FINRA Series 7 and 63 Licenses required.
• Minimum 1+ year of experience in the retirement or brokerage industry, with a strong focus on IRAs and retirement accounts.
• Strong working knowledge of IRA contribution, distribution, and rollover rules.
• Clean regulatory record with no Disclosure Events.
• Excellent customer service, communication, and interpersonal skills.
• Demonstrated ability to build trust and rapport with clients while providing clear, compliant guidance.
• Highly organized, detail‑oriented, and able to manage multiple priorities in a fast‑paced environment.
• Proactive problem‑solver who is eager to expand expertise in retirement products and services.
• Enthusiastic about helping clients achieve their retirement and financial goals while fostering a positive customer service culture.
• Flexibility to work and support clients in an overnight trading 24/5 environment.
• Crypto enthusiastic.

Salary

$70,000 - $90,000 a year

Benefits

• Competitive salary.
• Attractive annual leave entitlement, including birthday and work anniversary.
• 401(k) plan with employer match.
• Company‑sponsored group health, dental, vision, and life/disability insurance.
• Work flexibility – flexible hours and hybrid or remote setup.
• Internal mobility program offering career advancement opportunities.
• Opportunity to work in a transformative and proactive environment with support from talented colleagues.

About Crypto.com

Founded in 2016, Crypto.com serves more than 150 million customers and is the world’s fastest‑growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem.

Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team.

Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted. We may use artificial intelligence tools to analyze the content of your resume/CV against the specific requirements for the position. The purpose is to support our recruitment team in reviewing applications more effectively. These tools assist our recruitment team in their evaluation of your application by providing recommendations, but they do not replace human judgment. Final hiring decisions are ultimately made by humans who consider the insights generated by the tools along with other relevant information. If you would like more details about how your personal information is processed, please contact us.