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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listed on 2026-06-26
Santa Fe, Santa Fe County, New Mexico, 87503, 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. seeks a qualified candidate for a hybrid role based in Santa Fe, NM, focusing on retirement plan conversions. The ideal candidate has at least three years of financial services experience and excels in problem-solving, client relationships, and project management.
This position includes responsibilities such as coordinating conversions, drafting notices, and preparing meeting deliverables. Excellent communication skills and a Bachelor's degree are required.
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