Retirement Plan Conversions & Onboarding Expert
Remote / Online - Candidates ideally in
Broken Arrow, Tulsa County, Oklahoma, 74013, USA
Listed on 2026-06-21
Broken Arrow, Tulsa County, Oklahoma, 74013, USA
Listing for:
Raymond James
Remote/Work from Home
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Regulatory Compliance Specialist, Wealth Management, Financial Services
Job Description & How to Apply Below
Raymond James is seeking a qualified candidate to manage retirement plan conversions. This role includes overseeing conversion processes, drafting necessary documents, and ensuring client satisfaction. Preferred candidates will have a Bachelor's degree in Finance and a minimum of three years in financial services.
Working conditions offer a hybrid model for local candidates while fully remote work can be considered for those with expertise in retirement plan onboarding.
A competitive salary range of $80,000 to $90,000 is offered, along with a comprehensive benefits package.
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