Succession Planning & Acquisition Specialist
Listed on 2026-10-10
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Finance & Banking
Business Administration
Raymond James & Associates, Inc. seeks a qualified professional to support business succession planning for financial advisors, coordinating documentation and liaising with internal teams and external stakeholders.
You will perform tasks from plan development to case closing with precision and efficacy. The role emphasizes organization, CRM use, and multi-project management in a client-facing environment, with a focus on professional conduct and service quality.
This posting is for the Succession Planning & Acquisition Specialist role at 100 Raymond James & Associates, Inc., based in Saint Petersburg, FL, United States.
The position is based in Saint Petersburg, FL, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 65.000 - 96.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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