Raymond James · 16 hours ago
Retirement Plan Consultant (Plan Transitions & New Business)
Mill Creek, WA
Full-time
Hybrid
Mid Level
$80K/yr - $87K/yr
3+ years expRaymond James is a financial services firm seeking a Retirement Plan Consultant to manage a select group of retirement plan conversions. The role involves overseeing all aspects of plan onboarding, ensuring accuracy in deliverables, and anticipating client needs while fostering relationships.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Qualification
Required
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
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
Bachelor's Degree and a minimum of three (3) years of relevant experience in financial services
Any equivalent combination of education, training and/or experience approved by Human Resources
General Experience - 3 to 6 years
Preferred
An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred
QKA or QPA designation preferred
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
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