×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Banking Operations Financial Services Bank Customer Service

Finance Specialist

Job in Louisville, Boulder County, Colorado, 80027, USA
Listing for: New Direction IRA Inc.
Full Time position
Listed on 2026-08-06
Job specializations:
  • Finance & Banking
    Banking Operations, Financial Services, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 73000 - 100000 USD Yearly USD 73000.00 100000.00 YEAR
Job Description & How to Apply Below
New Direction IRA Inc. seeks a Finance Specialist to support clients using self-directed IRAs and solo 401(k) s to invest in alternative assets such as real estate, private equity, and precious metals. In this role, you will process account applications, transfers, and investment transactions while ensuring accuracy and regulatory compliance. You will educate clients on self-directed retirement rules and procedures, provide responsive phone and email support, maintain detailed records, and collaborate with internal teams.

This position offers growth in financial services, compliance, and client education within a mission-driven, professional environment.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search