Advisor Transition Specialist (Hybrid)

Raymond James; Memphis (TN); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Parental leave

Job summary

Raymond James is seeking a Transition Consultant to support financial advisors transitioning into the firm. The role coordinates all aspects of the transition process and serves as the primary contact to ensure a smooth onboarding, minimizing disruption and accelerating productivity for new advisors.

The position requires project management skills, financial services operations knowledge, and a client-focused mindset. Hybrid work is available with onsite expectations for offices in St.

Qualifications

• High School Diploma is required.
• SIE required (prior to start) with no exemption.
• Series 7 license required or able to obtain within 120 days.
• 3–6 years of general experience in the financial industry.

Responsibilities

• Provide specialist advice on interpretation and application of policies and procedures.
• Analyze problems to identify best technical or professional solutions.
• Advise on design of new processes and systems meeting professional standards.
• Support internal clients and partners to deliver business strategy and plans.

Skills

Client focus

Business case development

Analytical questioning

Data interpretation

Education

High School Diploma

Job description

Raymond James is seeking a Transition Consultant to support financial advisors transitioning into the firm. The role coordinates all aspects of the transition process and serves as the primary contact to ensure a smooth onboarding, minimizing disruption and accelerating productivity for new advisors.

The position requires project management skills, financial services operations knowledge, and a client-focused mindset. Hybrid work is available with onsite expectations for offices in St.