Careers

JOIN OUR 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 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

Client Investment Associate (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, 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 learn about IRAs and specifically the self-directed IRA business (training is provided) to provide support and answer client’s questions.

The successful Client Investment Associate (Account Manager) works closely with the account services team, other account managers, and their assigned clients. They are responsible for providing exceptional client service and performing various administrative duties. Client Investment Associates are self-driven, organized, and can effectively multi-task.

The Client Investment Associate (Account Manager) is the main point of contact for their clients. They build relationships with their clients and guide them through the processes involved in self-directing their IRAs. As the main contact for clients, the account manager is able to rely on help from the support staff to serve their clients’ 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 explain the services Advanta IRA offers to potential and existing clients.
  • Understand the different kinds of transactions a client may want to conduct and what the necessary documents Advanta IRA must receive to process those transactions.
  • Handle various kinds of investment transactions.
  • Input client and transaction data into CRM System and Trust Account software.
  • 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
  • Quick learner-able to grasp tangible and intangible ideas rapidly—and retain that knowledge
  • Retirement plan and/or financial services experience a plus

LOCATION

  • Largo, FL

COMPENSATION

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

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

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.