Retirement Plan Consultant (plan Transitions & New Business)

Raymond James

Base: $80,000.00-$87,000.00; bonus/equity: not spe...
Hybrid
Retirement plan onboarding expertise
Excellent problem solving skills
Experience fostering client relationships
The role involves managing a select group of retirement plan conversions

Job Summary

  • The role involves managing a select group of retirement plan conversions.
  • Candidates will have opportunities for professional growth and development.
  • Raymond James values a people-first culture and promotes diversity and inclusion.

Matching Summary

The role involves managing a select group of retirement plan conversions.

Salary

Base: $80,000.00-$87,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Retirement plan onboarding expertise
  • Excellent problem solving skills
  • Experience fostering client relationships

Nice-to-have

  • Ability to work independently
  • Strong communication skills
  • Project management experience

Key Requirements

  • Bachelor’s Degree in Accounting, Business Administration, or Finance
  • Minimum of three years relevant experience
  • QKA or QPA designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter