via LinkedIn
$50K - 70K a year
Guide clients on precious metal investments, manage accounts, respond to inquiries, and ensure compliance in a remote setting.
Requires finance or investment knowledge, strong communication, CRM proficiency, and preferably a related bachelor's degree.
Company Description American Patriot Gold is a patriot-founded organization dedicated to securing the financial independence of American families through precious metals investment. We assisted in safeguarding clients savings from inflation and economic volatility by offering stable assets like gold and silver. Role Description This is a full-time remote role for a Gold IRA Specialist. The Gold IRA Specialist will guide clients toward securing their retirement through precious metal investment strategies, educate clients on market trends and investment opportunities, and assist in setting up Gold IRA accounts. Additional daily tasks include managing client accounts, responding to inquiries, and ensuring compliance with financial and legal regulations. Qualifications • Strong knowledge in investment accounts, financial planning, and retirement strategies • Effective communication, relationship management, and customer service skills • Proficiency in financial tools, CRM software, and Microsoft Office • Ability to analyze market trends and provide relevant insights • Experience in the finance, investment, or precious metals industry is an advantage • Self-motivated, detail-oriented, and capable of working independently in a remote environment • Bachelor’s degree in Finance, Business, Economics, or a related field preferred • Prior experience in retirement planning or wealth management is beneficial
This job posting was last updated on 12/6/2025