Transition Consultant
5 days ago
We are seeking a highly skilled Transition Consultant to join our team at Raymond James Financial, Inc. in St. Petersburg, FL. As a key member of our operations team, you will play a critical role in facilitating the successful transition of new offices and financial advisors to our organization.
Key Responsibilities- Provide educational orientations to new financial advisors and offices on policies and procedures via on-site or telephone meetings.
- Ensure all operational features of the office establishment are arranged and coordinated prior to start date.
- Support branches with general questions on all aspects of their business during their transition to Raymond James.
- Act as a liaison and ensure follow-up and completion of all transition responsibilities for new FAs and new offices with Raymond James home office departments to resolve problems.
- Collaborate in development of new educational ideas and systems.
- Perform other duties and responsibilities as assigned.
- Bachelor's Degree in Business or related field with a minimum of three (3) years related brokerage operation and compliance experience in the financial services industry.
- OR equivalent combination of experience, education, and/or training as approved by Human Resources.
- SIE required, Series 7 required, Series 63 or 66 required or obtained within 120 days depending on state requirements.
We offer a hybrid work environment with 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. We also offer a competitive salary and benefits package.
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