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Retirement Plan Conversion Lead – Hybrid/Remote
Remote / Online - Candidates ideally in
Charleston, Kanawha County, West Virginia, 25329, USA
Listed on 2026-07-06
Charleston, Kanawha County, West Virginia, 25329, USA
Listing for:
Raymond James Financial, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Raymond James Financial, Inc. seeks a candidate to manage retirement plan conversions, engaging with clients while delivering top-tier service. Candidates should possess problem-solving skills and experience in the financial services sector, specifically with at least three years of experience.
This role offers a hybrid schedule, with flexible options for fully remote work depending on experience and proximity to our locations. A Bachelor's degree is required, along with preferred designations such as QKA or QPA.
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