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. 📍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.

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