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Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Dont meet every single requirement? Here at Inspira Financial, we believe there is no perfect candidate and want to encourage applying even if all the requirements listed arent met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
HOW YOU WILL SOAR:
The Investor Specialist is responsible for providing service and support to engaged, individual clients, as well as some institutional relationships such as introducing brokers, Futures Commission Merchants, and investment sponsors. The Investor Specialist will work directly with a variety of clients to assist with new business inquiries, account funding, investment transactions, account transfers, distributions, online assistance and managing the overall client experience with Inspira Financial. The role also assumes the primary responsibility of interacting with all necessary internal Inspira departments to resolve client requests or answer any inquiries related to the investments held in the account.
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crains Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built Ins 2023 Best Places to Work and Gallaghers 2022 Best-In-Class Employer awards.
Full Time
$48k-64k (estimate)
04/10/2024
06/09/2024
inspirafin.com
Boca Raton, FL
<25
The job skills required for IRA Specialist (Remote) include Written Communication, Organizational Skills, Futures, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an IRA Specialist (Remote). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by IRA Specialist (Remote). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for IRA Specialist (Remote) positions, which can be used as a reference in future career path planning. As an IRA Specialist (Remote), it can be promoted into senior positions as a Check Collections Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary IRA Specialist (Remote). You can explore the career advancement for an IRA Specialist (Remote) below and select your interested title to get hiring information.