Careers

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OUR PURPOSE

Advanta IRA is the nation’s top self-directed IRA services provider. We provide our clients exceptional concierge-level personal service, experience, and education that is paramount in administrating self-directed retirement plans.

OUR VALUES

We are looking for individuals who embrace our core values of professionalism, integrity, proactivity, and eagerness.

OUR PERKS

We offer many perks like: free massages, company lunches, family atmosphere, fun team-building events and activities and more.

OUR LOCATIONS

We serve clients nationwide, but our offices are located in Largo, Florida and Atlanta, Georgia

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CURRENT OPENINGS

Business Development Specialist

Atlanta, GA and Tampa Bay, FL

POSITION BACKGROUND

Our objective is to continue to grow the business through the addition of new clients while maintaining a low attrition of existing clients. This can be achieved through strong customer service for existing and potential prospects, development of new lead sources, and building relationships with professionals (and professional organizations) throughout the community and beyond.

The successful candidate for the Business Development Specialist position will be a self-starting, motivated individual with a background in sales. The successful candidate will be proactive, energetic, and shall conduct themselves in a professional demeanor at all times. The successful candidate will work closely with the Business Development Director and will be responsible for helping to establish new leads and business opportunities.

JOB EXPECTATIONS

  • Learn and understand basics of company services and be able to communicate these services to potential clients.
  • Receive incoming and place outgoing phone calls to potential new clients, answering the basic questions the individual may have on opening an account and making investments with their account.
  • Develop new referral sources and relationships through warm and cold prospecting calls to targeted individuals and companies.
  • Routinely attend various networking events and other such meetings in effort to develop additional clients and business leads. Such meetings may be held outside of normal business hours and occasionally on weekends as well.
  • Assist in implementing targeted marketing campaigns, update data collected in those campaigns and track results.
  • Demonstrate understanding of essentials of self-directed IRAs, including account types, prohibited transactions, and potential investments.
  • Develop email and phone campaigns to set-up seminars, speaking opportunities, and other marketing events.
  • Assist in moving potential clients through the account opening process, by assisting them in completing forms, answering questions on potential investments, and involving other marketing/transaction staff to handle more advanced issues that a potential client may have.

SKILLS, BACKGROUND & TALENTS REQUIRED

  • 1-3 years of sales experience preferred
  • Self-starter — can work alone without supervision
  • Familiarity with Salesforce a plus
  • Must be extremely well organized and detail oriented.
  • Must be personable, maintain professional appearance and demeanor in social interactions and networking events.
  • Must be able to communicate in a concise, clear manner both in written and oral form
  • Quick learner-able to grasp tangible and intangible ideas rapidly — and retain

LOCATIONS

  • Atlanta, GA
  • Tampa Bay, FL

COMPENSATION

  • Full Time
  • Salary plus bonus
  • Expense reimbursement
  • Health insurance stipend
  • 401(k) eligibility after six months
  • Paid time off

Receptionist/Administrative Assistant

Largo, FL

POSITION BACKGROUND

Our objective is to continue to grow the business through the addition of new clients, while maintaining a low attrition of existing clients. This can only be achieved through strong customer service, attention to detail, and following procedures. The person filling this position will have to gain knowledge of the business and IRAs in general to be able to provide support and answer client questions.

The Receptionist/Administrative Assistant role will be responsible for providing exceptional client service in a professional manner and performing various administrative duties. It is expected that the successful candidate be someone who is self-driven, organized, proactive, eager, can also multi-task and use exemplary telephone skills to present a quality image where the Customer is treated in a consistent, courteous, and efficient manner. This position’s responsibilities will include answering and routing all business phone lines, maintaining hard copy and electronic filing systems and maintaining all supply orders.

JOB EXPECTATIONS

  • Welcomes visitors by greeting them, in person or on the telephone; answering or referring inquiries
  • Handle various administrative functions related to servicing existing clients, including scanning and copying documents and assisting with incoming and outgoing mail.
  • Answer and route incoming phone calls.
  • Input client and transaction data into trust accounting and CRM Systems.
  • Assist clients through the paperwork process of opening an account and related account service functions.
  • Maintains appointment calendars and schedule meetings/appointments
  • Controls company supply orders by maintaining stock logs General
  • Work with the client processing personnel to ensure efficiency and client satisfaction.
  • Help us devise better and more effective ways to perform administrative functions.
  • Maintains security by following procedures, monitoring logbook and maintaining telecommunications system

SKILLS, BACKGROUND, & TALENTS REQUIRED

  • Must be intelligent and have strong comprehension ability.
  • Must be extremely well organized, analytical and detail oriented.
  • Proficient in MS Word, Excel, and Outlook or other contact management software.
  • Must be able to communicate in a concise, clear manner both in written and oral form.
  • Intellectual curiosity—driven to improve oneself
  • Self-starter—can work alone without supervision
  • Task driven—will not stop until the work is accomplished
  • Excellent at follow up and accomplishing tasks when scheduled
  • Quick learner—able to grasp and retain tangible and intangible ideas rapidly
  • Be professional in both appearance and demeanor

LOCATION

  • Largo, FL

COMPENSATION

  • Full Time
  • Salary
  • Health insurance stipend
  • 401(k) eligibility after six months
  • Paid time off

Client Account Manager

Largo, FL

COMPANY BACKGROUND

Advanta IRA is a third-party administration and record-keeping company for individuals and companies that self-direct their retirement plan. Simply stated, people choose Advanta IRA when they wish to buy “non-traditional” assets in their retirement plan such as real estate, loans and private placements.

Uniquely positioned, we provide no investment advice — it is up to each individual client to choose their own investments. We in turn provide all the recordkeeping and reporting necessary for them to have a truly “self-directed” IRA.

POSITON BACKGROUND

Our objective is to continue to grow the business through the addition of new clients, while maintaining a low attrition of existing clients. This can only be achieved through strong customer service, attention to detail, and following procedures. The person filling this position will have to gain knowledge of the business and IRAs in general to be able to provide support and answer client’s questions.

The successful candidate for the Client Account Manager role will work closely with the account service team, other account managers and their assigned clients daily. They will be responsible for providing exceptional client service and performing various administrative duties. It is expected that the successful candidate be someone who is self-driven, organized and can also multi-task when put in the position to.

The Client Account Manager is the main point of contact for their clients and they should be able to build a relationship with their clients and guide them through the processes involved in self-directing their IRAs. As the main contact for clients, the account manager will be able to rely on help from the support staff in order to serve the client’s needs.

JOB DUTIES

  • Process Purchase and Sale Investment Transactions related to:
    • Real Estate
    • Notes & Mortgages
    • Private Placements & Private Stock
    • Checkbook Control LLC
    • Precious Metals
    • Foreign Currency Exchange & Futures Trading
    • Cryptocurrency
  • Serve as the main Point of Contact for Advanta IRA’s clients and assist them with the following:
    • Questions regarding self-directed IRAs
    • Types of IRA accounts, qualified plans and their differences
    • IRS Rules and Regulations
    • Advanta IRA’s Policies and Procedures
    • Contributions, Transfers and Rollovers
    • Required documentation for transactions
    • IRS Forms and Filings

JOB EXPECTATIONS
(Within 3 to 5 months)

  • Learn, understand and be able to explain the services Advanta IRA has to offer to potential and existing clients.
  • Understand the different kinds of transactions a client may want to partake in and what the necessary documents Advanta IRA has to receive in order to process those transactions
  • Handle various kinds of transactions related to investments clients wish to make at a simple level
  • Input client and transaction data into CRM System and Trust Account software
  • Be able to Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions and simple investment transaction
  • Perform duties with considerable supervisory guidance

SKILLS, BACKGROUND, & TALENTS REQUIRED

  • Must be intelligent and have strong comprehension ability.
  • Must be extremely well organized, analytical and detail oriented.
  • Proficient in MS Word, Excel, and Outlook or other contact management software.
  • Must be able to communicate in a concise, clear manner both in written and oral form.
  • College degree with Business foundation (Business Administration, Finance, Accounting, etc.)
  • Intellectual curiosity—driven to improve oneself
  • Self-starter—can work alone without supervision
  • Task driven—will not stop until the work is accomplished
  • Excellent at follow up and accomplishing tasks when scheduled
  • Quick learner—able to grasp and retain tangible and intangible ideas rapidly
  • Retirement Plan &/or Financial Services experience a plus

LOCATION

  • Largo, FL

COMPENSATION

  • Full Time
  • Salary
  • Health insurance stipend
  • 401(k) eligibility after six months
  • Paid time off

Assistant Digital Marketing Manager

Largo, FL

COMPANY BACKGROUND

Advanta IRA is a leading self-directed account administrator with over $1.5 billion in client assets under management. We act as a third-party administrator and recordkeeper for individuals that self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.

POSITON BACKGROUND

Advanta IRA’s objective is to continue to grow through the addition of new clients while maintaining low attrition of existing clients. The Marketing team works very closely with Business Development to help identify opportunities and events, create and deploy marketing materials, engage existing leads through compelling content, and find new qualified leads through marketing tactics like digital ads and SEO.

The ideal candidate for the Assistant Marketing Manager position is a self-starter, motivated individual with a strong digital and email marketing background. The successful candidate is proactive, collaborative, detail-orientated, innovative, energetic, and professional.

RESPONSIBILITIES

The Assistant Digital Marketing Manager will report to the Director of Marketing, and their primary responsibilities will include:

  • Set-up and promote all bi-weekly events, which entails working with Zoom, GoToWebinar, Salesforce, WordPress, Adobe Creative Suite, and social platforms.
  • Help identify new content that will drive SEO
  • Assist in the development of marketing assets and collateral
  • Update website as needed – WordPress platform
  • Create nurture campaigns in Pardot
  • Influence social, paid social, digital, and email campaigns
  • Analyze digital campaigns and make recommendations for optimization
  • Influence and help guide creation of digital content – written, video, image
  • Create assets using Adobe Creative Suite

SKILLS, BACKGROUND, & TALENTS REQUIRED

  • Bachelor’s Degree
  • 2-3 years of marketing experience
  • Experience with creating and analyzing digital marketing and email campaigns
  • Working knowledge of the latest trends and best practices in SEO
  • Experience in Adobe Creative Suite
  • Experience with social media platforms
  • Familiarity with Salesforce, Pardot, and WordPress a plus
  • Embrace our core values—professionalism, integrity, proactivity, and eagerness
  • Exhibit excellent verbal and written communication skills
  • Willingness to learn new technologies
  • Attention to detail

LOCATION:

  • Largo, FL

COMPENSATION:

  • Salary
  • Full time
  • 401(k) eligibility after six months
  • Paid time off

PERKS:

  • We offer many perks like free massages, company lunches, family atmosphere, fun team-building events, activities, and more.

Thank You

Thank you for considering employment with Advanta IRA. If you feel that your skills and experience are aligned to our career opportunities, please e-mail your resume directly to [email protected]. Please include the position title in the subject line of your email.