Client Account Manager

ADVANTA IRA SERVICES LLC•Clearwater, FL

6d•$50 - $53•Onsite

About The Position

Advanta IRA is expanding our team in 2026! As a Client Account Manager, you are your clients' main point of contact, and you will guide them through their self-directed investing process. In addition to building relationships with your clients, you will work closely with the business development and account services teams. New hires receive extensive training before they work independently.

Requirements

College degree with a business foundation (Business Administration, Finance, Accounting, etc.) is preferred.
Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
Be exceptionally well organized, analytical, and detail-oriented.
Excel at accomplishing tasks and following up with necessary parties (clients and team members).
Utilize excellent verbal, written, and interpersonal communication skills.
Show proficiency in MS Word, Excel, and Outlook.
Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.

Nice To Haves

Retirement plan and/or financial services experience is a plus!
CIS or CISP are a plus!

Responsibilities

Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook control LLC, precious metals, foreign currency exchange & futures trading, and cryptocurrency.
Serving as the main point of contact for Advanta IRA’s clients and assisting them with the following:
Questions regarding self-directed IRAs
Types of IRA accounts, qualified plans, and their differences
IRS rules, regulations, forms, and filings
Advanta IRA’s policies and procedures
Contributions, transfers, and rollovers
Required documentation for transactions

Benefits

Salaried position (anticipated: $50- $53k, starting)
Annual reviews of performance and salary
Advancement opportunities
Comprehensive insurance options
FL Blue Medical
Mutual of Omaha Dental & Vision
Telehealth & Prescription coverage
Options for health savings accounts (HSA)
Short & Long term disability
Term Life Insurance
Accident/ Injury & Critical Illness plans
Individual and family plans available
Hybrid work schedule options for those who qualify
Workstation equipment provided by the company
401(k) after 6 months of employment
Up to a 4% company match
Paid time off
No waiting period to begin accruing
9+ paid holidays in addition to PTO
Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.