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Financial Consultant Banking & Finance Regulatory Compliance Specialist Financial Services

Retirement Plan Conversions Lead: Client Solutions

Job in Mill Creek, Snohomish County, Washington, 98082, USA
Listing for: Raymond James
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Regulatory Compliance Specialist, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 87000 USD Yearly USD 80000.00 87000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Mill Creek, WA, seeks a professional to manage retirement plan conversions. The ideal candidate will have a bachelor's degree and at least three years of relevant experience in financial services. Responsibilities include overseeing plan transitions, drafting necessary documentation, and ensuring client satisfaction. Emphasis on critical thinking and effective communication is essential for success in this role.

The position offers a hybrid work style and a salary range of $80,000 to $87,000.
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