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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-06-21
Annapolis, Anne Arundel County, Maryland, 21403, 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 seeking a candidate for a retirement plan conversion role. The position involves managing conversions, preparing participant notices, and ensuring deliverables' accuracy. A Bachelor's Degree and at least three years in financial services are crucial, with a preference for QKA or QPA certifications.
The role offers an in-office, three-day-a-week hybrid schedule, but fully remote work is possible for candidates with relevant expertise.
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