Retirement Plan Conversions & Onboarding Expert
Job in
Belgrade, Gallatin County, Montana, 59714, USA
Listed on 2026-06-26
Listing for:
Raymond James
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James is seeking an individual to manage a select group of retirement plan conversions while offering a hybrid work schedule. The ideal candidate should have a Bachelor’s degree and preferably QKA or QPA certification, with at least three years of experience in financial services. This role offers competitive salary ranging from $80,000 to $90,000, along with benefits including medical, dental, vision, and retirement savings.
Successful candidates will exhibit strong problem-solving skills, effective communication abilities, and experience in client relationship management.
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