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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-06-21
Indianapolis, Hamilton County, Indiana, 46262, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Raymond James Financial, Inc. is looking for a candidate to manage retirement plan conversions, involving drafting notices and client interaction. The role requires strong problem-solving skills and the ability to lead multiple projects. A Bachelor's degree and at least three years of experience in financial services are essential.
The position offers a hybrid work schedule for local candidates, with options for fully remote work for those with relevant expertise.
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