IRA Specialist (Series 7) – Remote/Hybrid

Crypto Pro Network

Chicago (IL)

Hybrid

USD 70,000 - 90,000

Full time

14 days+
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

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

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.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

IRA Account Specialist, FINRA Series 7
IRA Account Specialist, FINRA Series 7

Crypto Pro Network • Chicago (IL)

On-site
USD 70,000 - 90,000
Competitive salary
Attractive annual leave
401(k) plan with employer match
+3
IRA Specialist
IRA Specialist

Diversified Trust • Nashville (TN)

On-site
USD 85,000 - 110,000
IRA Client Support Specialist
IRA Client Support Specialist

IRALOGIX • Salt Lake City (UT)

Remote
USD 50,000 - 70,000
Collaborative team culture with career growth opportunities
Competitive compensation and comprehensive benefits
Join a FinTech innovator
Remote Financial Brokerage Specialist - IRA and Plan Expert
Remote Financial Brokerage Specialist - IRA and Plan Expert

Alight Solutions • United States

On-site
USD 60,000 - 90,000
FinTech Customer Care & IRA Relations Specialist
FinTech Customer Care & IRA Relations Specialist

IRALOGIX • Pittsburgh

On-site
USD 45,000 - 60,000
Competitive compensation and comprehensive benefits
Career growth opportunities
Collaborative team culture
Remote Series 7 Registered Broker — Customer Support
Remote Series 7 Registered Broker — Customer Support

Crypto Pro Network • United States

On-site
USD 60,000 - 80,000
IRA & Investment Solutions Specialist
IRA & Investment Solutions Specialist

Lake Trust Credit Union • Brighton (MI)

On-site
USD 55,000 - 75,000
IRA Services Specialist - Hybrid, Growth & Benefits
IRA Services Specialist - Hybrid, Growth & Benefits

SDFCU • Alexandria (VA)

Hybrid
USD 33,000 - 43,000
Paid holidays
Flexible work options
Tuition reimbursement
+3
Investment Phone Specialist (Hybrid) — IRA & Trade Support
Investment Phone Specialist (Hybrid) — IRA & Trade Support

JPMorgan Chase • Chicago (IL)

Hybrid
USD 55,000 - 75,000
IRA Customer Experience Specialist
IRA Customer Experience Specialist

Ascensus • North Dakota

Hybrid
USD 42,000 - 65,000
Medical, dental & vision benefits
Health Savings Account
Paid time off
+1