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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Jefferson City, Cole County, Missouri, 65109, USA
Listed on 2026-07-03
Jefferson City, Cole County, Missouri, 65109, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Raymond James Financial, Inc. is seeking a candidate for a role in managing retirement plan conversions, with an emphasis on customer service and project management. The position offers a three-day-a-week hybrid schedule for local candidates, with potential for fully remote consideration for those with relevant expertise.
A Bachelor’s Degree and a minimum of three years of financial services experience are required. Preferred qualifications include QKA or QPA designation and excellent problem-solving skills.
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