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Retirement Plan Conversions & Onboarding Expert
Job in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-06-21
Listing for:
Raymond James
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Raymond James is seeking a professional for a hybrid role managing retirement plan conversions. This position requires strong client relationship skills and a Bachelor's degree in Accounting, Business Administration, or Finance, along with extensive financial services experience.
The role involves overseeing conversions, drafting notices, and ensuring quality deliverables. Preferred candidates also possess relevant certifications. The salary range is $80,000 to $90,000, with comprehensive benefits.
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