Senior Retirement Plan Specialist
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
A Senior Retirement Plan Specialist at Raymond James is a senior-level subject-matter expert in qualified retirement plans and IRAs who provides advanced technical guidance and support across the firm. The role requires extensive industry experience and specialized knowledge of IRS and DOL rules, enabling independent judgment on complex compliance and client matters. The position is hybrid, based in St. Petersburg, FL; Memphis, TN; or Southfield, MI, with regular collaboration across advisors, branches, and internal teams.
Required Skills
- Retirement Plans
- IRAs
- Regulatory Compliance
- Customer Service
- Case Processing
- Training Delivery
- Project Management
- Issue Resolution
- Research
- Mentoring
Qualifications
- Bachelor's: Accounting
- Bachelor's: Business Administration
- Bachelor's: Finance
- High School (HS)
- Securities Industry Essentials (SIE)
- FINRA Series 99
- FINRA Series 7
- Certified Investment Services Professional (CISP)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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