IRA Account Specialist, FINRA Series 7
Crypto.com - the best place to buy, sell, and pay with crypto.
$70,000 - $90,000 /year
United States (Onsite)
Finance, Legal & Compliance
Mid-Level
Last updated 2025-11-10T06:02:45.182Z
See what are your chances of getting this job! About the role
Overview
The IRA Account Specialist will handle IRA-related inquiries and transactions, support clients with retirement accounts, and ensure compliance with regulations. Responsibilities include processing IRA transfers, educating clients on retirement rules, and improving service experiences.
Skills
Candidate requirements
These are the minimum requirements a candidate must meet to be considered for this role.
- 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.
IRA Account Specialist, FINRA Series 7
Crypto.com - the best place to buy, sell, and pay with crypto.
Last updated 2025-11-10T06:02:45.182Z
Overview
The IRA Account Specialist will handle IRA-related inquiries and transactions, support clients with retirement accounts, and ensure compliance with regulations. Responsibilities include processing IRA transfers, educating clients on retirement rules, and improving service experiences.
Salary
$70,000 - $90,000
/yearLocation
United States
OnsiteDepartment
Finance, Legal & Compliance
Level
Mid-Level
Skills
Overview
The IRA Account Specialist will handle IRA-related inquiries and transactions, support clients with retirement accounts, and ensure compliance with regulations. Responsibilities include processing IRA transfers, educating clients on retirement rules, and improving service experiences.
Skills
Candidate requirements
These are the minimum requirements a candidate must meet to be considered for this role.
- 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.
About Crypto.com
Crypto.com was founded in 2016 and is the preferred crypto trading platform for over 100 million users worldwide, as well as the trusted industry leader in regulatory compliance, security, and privacy. We’re committed to accelerating the adoption of cryptocurrency through our vision: Cryptocurrency in Every Wallet™
Company score (5)
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