Retirement Plan Consultant (Plan Transitions & New Business) at Raymond James Financial, Inc. — NeverHard
Retirement Plan Consultant (Plan Transitions & New Business) at Raymond James Financial, Inc. in Penbrook, Dauphin County. Skills: Investor Onboarding. Apply on NeverHard.
Company
Raymond James Financial, Inc.
Location
Penbrook, Dauphin County
Type
not_specified
Remote: Yes
Required skills:
Investor Onboarding
_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…