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Retirement Plan Conversions & Onboarding Expert
Job in
Bartlett, Shelby County, Tennessee, USA
Listed on 2026-07-08
Listing for:
Raymond James
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Raymond James is seeking a professional to manage selected retirement plan conversions in Tennessee. This role involves overseeing all aspects of plan onboarding, effective client communication, and honing consulting skills. An in-office, three-day-a-week hybrid schedule is preferable, but remote candidates with relevant experience will be considered.
The ideal candidate possesses a Bachelor’s degree, strong problem-solving skills, and a minimum of three years in financial services. The compensation range for this position is between $80,000 and $90,000 annually, with benefits and a focus on personal development.
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