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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Dover, Kent County, Delaware, 19904, USA
Listed on 2026-06-26
Dover, Kent County, Delaware, 19904, 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 preference for a three-day-a-week hybrid schedule. The ideal candidate will have a Bachelor's degree and at least three years of relevant experience in financial services. Tasks include drafting documentation, managing client relationships, and ensuring quality deliverables.
A QKA or QPA designation is preferred. Opportunities exist for professional development in this role.
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