Transition Consultant

5 days ago


St Petersburg, Florida, United States Raymond James Financial, Inc. Full time
Job Summary

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.
Requirements
  • 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.
What We Offer

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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