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Retirement Plan Consultant (Plan Transitions & New Business)

Job

Raymond James Financial, Inc.

Remote

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/28/2026

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Job Description

_An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically_ _close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise._
  • Essential Duties and Responsibilities
  • Manage a select group of retirement plan conversions
  • Responsible for all aspects of plan conversions
  • Drafting participant notices and service agreements
  • Perform project tasks independently, and direct the efforts of others
  • Anticipate client needs and formulate solutions to client issues
  • Prepare and review deliverables for accuracy and quality
  • Plan and participate in client conversion meetings
  • Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
  • Skills
  • Excellent problem solving including an ability to independently research and determine strategies to solve client needs
  • Experience fostering client relationships
  • Operating standard office equipment and using required software applications, including Microsoft Office and established databases
  • Providing excellent customer service
  • Critical thinking
  • Communicating effectively, both orally and in writing
  • Prioritize, work independently and drive tasks to completion
  • Lead project teams and function with multiple tasks and deadlines concurrently
  • Handle multiple ongoing projects
  • Knowledge of the Relius recordkeeping system
  • Education/Previous Experience:
  • Bachelor's Degree and a minimum of three (3) years of relevant experience in financial services. OR
  • Any equivalent combination of education, training and/or experience approved by Human Resources.
  • Licenses/Certifications
  • QKA or QPA designation preferred