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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Montgomery, Montgomery County, Alabama, 36136, USA
Listed on 2026-06-26
Montgomery, Montgomery County, Alabama, 36136, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Raymond James Financial, Inc. is looking for a candidate to manage retirement plan conversions with a focus on customer service and effective communication. The role requires a Bachelor’s Degree and at least three years of experience in financial services.
The preferred candidate demonstrates excellent problem-solving skills and the ability to manage multiple projects, with a hybrid schedule preferred for local candidates. Options for fully remote work are available for candidates with specific expertise.
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