Retirement Plan Consultant (Plan Transitions & New Business)

Raymond James Financial, Inc. — Madison, Dane County
Remote Full-Time Jun 19, 2026
From $1,068/week
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About This Position

_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 i…

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Job Details

Company
Raymond James Financial, Inc.
Location
Madison, Dane County
Type
Full-Time
Salary
From $1,068/week
Posted
19/06/2026
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