- Company: Raymond James Financial, Inc.
- Location: Charleston, Kanawha County
- Full Time
- Charleston, Kanawha County
- Apply on company site
Raymond James Financial, Inc. at a glance
raymondjamesfinancial.comSEC filings mentioning "Raymond James Financial, Inc.": 3,043 · SIC industry: Security Brokers, Dealers & Flotation Companies — search EDGAR
Most recent 8-K (material company event) filed: Jun 24, 2026 — view filing
Raymond James Financial, Inc. is seeking a Retirement Plan Consultant (Plan Transitions & New Business) in Charleston, Kanawha County to guide employer-sponsored retirement plans through smooth, expertly managed conversions and onboarding.
About the Role
As a Retirement Plan Consultant focused on plan transitions and new business, you will take ownership of a curated portfolio of retirement plan conversions from start to finish. This is a full-time opportunity with Raymond James Financial, Inc. A three-day-per-week in-office hybrid arrangement is preferred for candidates located near one of our offices, including Charleston, Kanawha County. Candidates who do not live close to a company location may be considered for a fully remote schedule, provided they bring demonstrated retirement plan onboarding expertise.
Key Responsibilities
- Oversee a selected group of retirement plan conversions, managing each engagement end to end.
- Take responsibility for every phase of the plan transition process, from initial setup through completion.
- Coordinate the details that keep new business onboarding accurate, timely, and seamless for plan sponsors.
- Serve as a knowledgeable point of contact throughout each retirement plan's move to Raymond James.
Qualifications
- Hands-on experience with retirement plan onboarding, conversions, or transitions.
- Strong organizational skills and attention to detail across multiple concurrent plan engagements.
- Ability to manage all aspects of a plan conversion independently and see each one through to completion.
- Comfort working in a hybrid environment near Charleston, Kanawha County, or fully remote when onboarding expertise warrants it.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. is a respected name in financial services, supporting clients and advisors across a wide range of wealth management and retirement solutions. Joining the Retirement Plan Consultant team means contributing to a function where precision, service, and trusted guidance directly shape the client experience.
How to Apply
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Terms used in this posting
- hybrid
- A work arrangement combining both in-office and remote/at-home work, typically on a set schedule.
Explore Raymond James Financial, Inc. online
What people say about Raymond James Financial, Inc.
Recent news
- Raymond James Maintains a Strong Buy on Coherent Corp. (COHR) - Yahoo Finance
- Raymond James Financial Inc. stock outperforms competitors despite losses on the day - MarketWatch
- Raymond James initiates Orrstown Financial stock at Market Perform - Investing.com
- Kestra adds Raymond James recruiter to expand advisor hiring push - InvestmentNews
- Winners And Losers Of Q1: Raymond James (NYSE:RJF) Vs The Rest Of The Investment Banking & Brokerage Stocks - Yahoo Finance
Aggregated from public discussions and news; opinions are the authors’ own.
Working in Charleston, Kanawha County
Weather right now in Charleston, Kanawha County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind: · Pollen:
West Virginia is a mountainous, landlocked state in the Southern and Mid-Atlantic regions of the United States. It is bordered by Pennsylvania and Maryland to the northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 10th-smallest state by area and ranks as the 12th-least populous state, with 1,769,979 residents. The capital and most popul
🇺🇸 Relocation safety for US: Exercise Normal Caution — via Warnely, CC BY 4.0
National unemployment rate in US: 4.2% — via World Bank
Private-sector wage growth (year over year): 3.3% — via FRED
National quits rate: 1.9% — via FRED (BLS JOLTS)
GDP per capita in US: $90,027 — via World Bank
Consumer price inflation in US: 2.9% (annual) — via World Bank
Real GDP growth in US: 2.2% (annual) — via World Bank
Average hours worked per year in US: 1,800 — via OECD
Cost of living in West Virginia: 10.5% below the national average — via BEA
Median household income in Kanawha County: $58,887 — via US Census ACS / Data USA
Most recent FEMA-declared disaster in Kanawha County: Severe Winter Storm (Winter Storm), Jan 2026 — via FEMA
Average commute time in Kanawha County: 22 min — via US Census ACS / Data USA
Nearby history: Loewenstein and Sons Hardware Building, listed 1985 (110m away) — via National Register of Historic Places
Typical climate: average high 66°F / low 46°F year-round (summers around 84°F, winters around 28°F) — via NOAA 1991-2020 Normals
Walkability: Above average walkable (12.8/20) — via EPA National Walkability Index
Typical rent nearby: $829/mo (1BR) · $1,036/mo (2BR) — via HUD Fair Market Rents
- Elevation 194m (636 ft)
Source: Wikipedia (state)
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
Listing facts
- Role Retirement Plan Consultant (Plan Transitions & New Business)
- Employer Raymond James Financial, Inc.
- Location Charleston, Kanawha County
- Type Full Time
- Posted June 19, 2026
- Apply by 2026-07-28
- Country context US
- Overview Full original description on this page (331 words; rewritten for clarity, not a teaser paste)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
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Occupation family: Retirement Plan Consultant (Plan Transitions & New Business)
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