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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Frankfort, Franklin County, Kentucky, 40601, USA
Listed on 2026-06-21
Frankfort, Franklin County, Kentucky, 40601, 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 to manage retirement plan conversions. The ideal candidate will have a Bachelor’s Degree and at least three years of relevant experience in the financial services sector.
The position supports a hybrid schedule, preferring candidates local to existing offices, but offers fully remote work for those with expertise in retirement plan onboarding. Candidates will need excellent problem-solving skills and experience in client relationship management.
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