Job Summary

• This role is responsible for leading the design and execution of the transition supporting the seamless integration of complex, high-performing financial advisors and large practices into Raymond James & Associates (RJA) and Raymond James Financial Services (RJFS).
• The ideal candidate thrives in a dynamic environment, excels in building trust through proactive communication, and consistently delivers high-touch service to our most valued partners.
• At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

Matching Summary

Skills & Requirements

Key Requirements

• 3 to 6 years General Experience
• SIE License required
• Series 7 License required
• Series 63 (or 66) License required
• Series 9/10 (or 24) License required
• Bachelor’s Degree in Business, Finance, or related field highly preferred

Work Rights