2026 Summer Associate - Wealth Management - Multiple Locations

Raymond James Financial, Inc. • Charlotte, NC • 3h ago

Raymond James Overview

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Department Overview

The Wealth Management summer experience at Raymond James is committed to empowering future financial advisors through comprehensive training and personalized development. Our mission is to elevate future advisors to new heights of professional success while ensuring client satisfaction in today's dynamic market. With a focus on cutting-edge technology, diversity, and ethical practices, our vision is to be the premier program for cultivating exceptional financial advisors. Through these efforts, we redefine industry standards and shape a new era of financial advisory excellence with a client-centric approach and a commitment to lifelong learning.

Job Summary

Raymond James is seeking dynamic students who are motivated, detail oriented, relationship focused, creative problem solvers, and committed to a career in financial advising to join our growing team. The role will work on specific projects and provide functional support to financial advisors and their prospective and existing clients, as well as other branch team members and branch operations during the summer experience. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual, digital), and the ability to learn and execute procedures, processes, and techniques on assigned tasks and assignments.

The summer associate position is a temporary role.

Start Date: June 1, 2026

End Date: August 7, 2026

Work Schedule: Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

Collaborate closely with financial advisors, branch office operations, and the client service team to elevate client support and engagement.

Contribute to branch marketing, media strategies, and events.

Engage in comprehensive investment research.

Gather and interpret investment data, offering pertinent recommendations.

Observe financial advisor meetings with clients and their families for portfolio reviews and planning meetings.

Work on projects aimed at refining investment management, portfolio analysis, and rebalancing, while partnering with operations to introduce innovative efficiency-driventoolsand solutions.

Demonstrateproficiencyin the technology tools and processes integral to the wealth management landscape, including compliance and client management.

Provide support for client events, webinars, networking endeavors, and other marketing events.

Collaborate with the marketing team to gain a working understanding of the business development dynamics within a wealth management firm.

Conduct portfolio maintenance and reviews.

Activelyparticipatewith the team in delivering high caliber financial planning services to clients.

Engage in collaborative projects and multifaceted assignments that bolster branch operations, enhance client services, and propel practice marketing initiatives.

Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of -

Fundamental concepts, practices, and proceduresofa professional office environment.

Basic concepts, principles, and practices ofan assignedbusiness unit.

Skill in -

Operating standard office equipment andusing, orhaving the ability to learn,requiredsoftware applications.

Ability to -

Organize and prioritize multiple tasks and meet deadlines.

Communicate effectively, both orally and in writing.

Work independently and collaboratively within a team environment.

Providea high levelof customer service.

Establish andmaintaineffective working relationships.

Educational/ Previous Experience Requirements

Sophomore?standing?(December 2027-May 2028?graduates) pursuing a bachelor's degree in business, finance, or related field.??

Any equivalent combination of experience, education, and/or training approved by Human Resources.

Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

Licenses/Certifications

Successful candidates are highly encouraged to study for and complete the Securities Industry Essentials (SIE) licensing before the conclusion of the program,demonstratinga commitment to professional development and compliance within the financial advisory field.

Location

In-person position-Multiple Locations( Applicants must choose their top two locations in rank order before submitting their application .) Participating locations include:

Atlanta, GA

Beverly Hills, CA

Birmingham, AL

Boston, MA

Charleston, SC

Charlotte, NC

Chicago, IL

Dallas, TX

Detroit (Birmingham), MI

Houston, TX

Louisville, KY

New York City, NY

Paramus, NJ

Pasadena, CA

Reston, VA

Richmond, VA

Scottsdale, AZ

St. Louis, MO

St. Petersburg, FL

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