Careers

Join the Team

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 that will embrace our core values of professionalism, integrity, proactivity, and eagerness.

OUR PERKS

Do you like free massages, company lunches, family atmosphere, and free parking? These are just a few of the many perks you’ll find here.

OUR LOCATIONS

Offices are located in Largo, Florida and Atlanta, Georgia.

Current Openings

MARCH 1, 2018

Accounting Associate

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 Accounting Associate role will be responsible for providing exceptional client service in a professional manner and performing various accounting and administrative duties. It is expected that the successful candidate is someone who is self-driven, organized, proactive, eager, can also multitask and use exemplary telephone skills to present a quality image where the Customer is treated in a consistent, courteous, and efficient manner. The responsibilities of This position will include the daily accounts payables and receivables, maintaining hard copy and electronic filing systems, invoicing clients, reconcile various accounts, run reports from the trust accounting system, process and file tax forms for the various IRA accounts, prepare letters to clients, and assist with daily operations of the company.

JOB DUTIES

  • Trust Accounts Payables/Receivables
  • Operating Accounts Payables/Receivables
  • Bank Account Reconciliations (Trust/Operating)
  • Special Projects
  • Reporting
  • Quickbooks/SalesForce billing
  • Data entry
  • Integrating data with Trust Accounting software/Salesforce/Quickbooks

SKILLS, BACKGROUND & TALENTS REQUIRED

  • Values of professionalism, integrity, proactive and eager
  • Friendly, pleasant, kind, helpful personality
  • Excellent verbal and written, and interpersonal communication skills.
  • Honesty, trustworthiness, dependability
  • Ability to maintain sensitive data in a confidential manner
  • Dedication and focus, strong work ethic
  • Ability to work with or without direction
  • Computer proficiency (typing, emailing, web browsing, Microsoft Word, Microsoft Excel)
  • Basic accounting/bookkeeping skills, proficiency with Quickbooks Software
  • Salesforce.com experience (not required)
  • Demonstrates the desire and ability to learn new technology and willingness to share knowledge to assist others
  • Multitasking skills, organizational, time/decision management skills
  • Attention to detail
  • College degree (Business Administration, Finance, Accounting, etc.)

LOCATION

  • Largo, FL

COMPENSATION

  • Full Time (salary based on experience)
  • 401(k) eligibility after 6 months
  • Paid time off

MARCH 21, 2018

Marketing Coordinator

POSITION BACKGROUND

Reporting to the Director of Marketing, the Marketing Coordinator will provide assistance with Advanta IRA’s online presence. These responsibilities include the updating of the company website, blog, and social media channels in a manner that is in line with the overall marketing strategy and helps reinforce Advanta’s brand equity. The Marketing Coordinator is responsible for posting content online and will need to be familiar with online marketing techniques like search engine optimization (SEO) and image optimization. The Marketing Coordinator will also need the ability to identify and connect with target audiences and figure out the best ways to present information to these audiences.

JOB DUTIES

  • Assist with the development of engaging, memorable, and easy-to-navigate online experiences
  • Working closely with the Marketing team to improve the design, usability, content and conversion points of Advanta’s website and online presence
  • Show a willingness to learn and understand emerging tools, philosophies and best practices for digital marketing
  • Publish content updates on the company website and social media channels
  • Continual audit of the Advanta website to optimize user experience
  • Assist with providing an enhanced user experience across all platforms
  • Provide suggestions for new, relevant and engaging online and social media content
  • Collaborate with Marketing team and Advanta leadership team to ensure consistent messaging of content
  • Monitor external digital environment and provide suggestions where change is needed to manage risks and protect the brand’s reputation
  • Supports and enforces Advanta brand standards across all mediums
  • Monitors and reports on site technical performance and search engine optimization (SEO)
  • Reports analytics to determine key areas of reader interest and adjust plan(s) accordingly
  • Adheres to processes and direction provided by Director of Marketing
  • Performs other job-related duties and projects as assigned

SKILLS, BACKGROUND & TALENTS REQUIRED

  • High standard of oral and written communication skills
  • Experience with writing and/or editing content
  • Experience with WordPress (preferred)
  • Experience with HubSpot (preferred)
  • Knowledge of Adobe Photoshop, Adobe Acrobat, and Microsoft Word
  • Social media experience for business
  • Experience with live and recorded video use on social media
  • Excellent communication, planning, time-management and follow-through skills
  • Comfortable taking initiative to be productive and efficient
  • Enjoy being hands-on, owning the role, and ensuring the work is done with excellence and attention to detail
  • Demonstrable innovation and creativity
  • Values of professionalism, integrity, proactive and eager
  • Friendly, pleasant, kind, helpful personality
  • Excellent verbal and written, and interpersonal communication skills
  • Honesty, trustworthiness, dependability
  • Dedication and focus, strong work ethic
  • Ability to work with or without direction
  • Computer proficiency
  • Demonstrates the desire and ability to learn new technology and willingness to share knowledge to assist others
  • Attention to detail
  • College degree (Art, Design, Marketing or Media-based discipline)

LOCATION

  • Largo, FL

COMPENSATION

  • Full Time (salary based on experience)
  • 401(k) eligibility after 6 months
  • Paid time off

MARCH 22, 2018

Client Account Manager

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’s questions.

The successful candidate for the Client Account Manager I 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 is 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 the following:

  • 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’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’s Policies and Procedures
  • Contributions, Transfers, and Rollovers
  • Required documentation for transactions
  • IRS Forms and Filings

JOB EXPECTATIONS

Specifics (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 a 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 tangible and intangible ideas rapidly — and retain
  • Retirement Plan &/or Financial Services experience a plus

LOCATION

  • Largo, FL

COMPENSATION

  • Full Time (salary based on experience)
  • 401(k) eligibility after 6 months
  • Paid time off

MARCH 1, 2018

Business Development Specialist

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 DUTIES

Specifics:

  • Learn and understand basics of company services and be able to communicate these services to potential clients.
  • Talk to, and place 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 trade shows, networking events, and other such meetings in an effort to develop additional clients and business leads. Such meetings may be held outside of normal business hours and occasionally on weekends as well.
  • Collect, enter, compile and sort data on potential business leads.
  • Assist in implementing targeted marketing campaigns, update data collected in those campaigns and track results.
  • Demonstrate an understanding of essentials of self-directed IRAs, including account types, prohibited transactions, and potential investments.
  • Within 3 months of hire, give 10-20 minute high-level overview of company services to potential clients and referral sources.
  • 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

  • 2-3 years of sales experience preferred
  • Proficient in use of Microsoft Office programs (Word, Excel, Powerpoint)
  • 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 comfortable with speaking in front of large groups
  • Must be able to communicate in a concise, clear manner both in written and oral form
  • 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 tangible and intangible ideas rapidly – and retain

LOCATION

  • Atlanta, GA

COMPENSATION

  • Full Time (salary based on experience)
  • Possible bonus structure
  • 401(k) eligibility after 6 months
  • Paid time off

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

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