Description

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.

Internship Program Overview

Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 9-week immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.

To be eligible for the summer 2024 internship program, you must be a junior or senior standing candidate pursuing a Bachelor's in finance, business, or similar field with a graduate date of May 2025. Most positions are based in St. Petersburg with other available locations depending on company needs.

Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation.

Department Overview

Asset Management Services (AMS) helps serve the sophisticated needs of Raymond James clients with a variety of institutional-grade platforms, strategies, and hands-on support. AMS helps our advisors simplify the investment management equation so that they can use their time to build their client relationships. The AMS Summer Program is a partner program within our firm-wide Internship Development Program (IDP). This summer program allows a deeper dive into the different functionalities within our AMS department: Advisory Consulting, Sales, Operations, and Administration. While this is not rotational, the interns will have the opportunity to gain exposure to multiple AMS divisions and have personalized collaboration with senior-level leaders across AMS.

Job Summary:

As part of the AMS Consulting team, the Intern will participate in and learn the daily consulting process. The intern will run reports, learn about products, and participate in sales training. The intern will interact closely with the sales team and sales support team. Sales acts in two main capacities: 1) the advisor’s primary voice and resource at the home office, 2) the key partner to assist advisors in building their fee-based practice through face-to-face interaction in the field. Highly knowledgeable and well-educated in the department’s offerings, this group is key to guiding advisors to the right solutions for their clients.

Internship Length: 9 weeks

Start Date: May 28, 2024

End Date: August 2, 2024

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

Essential Duties and Responsibilities:

• Learn to utilize and run our analytical software including MPI, PSN, Callan.
• Learn to utilize internal Raymond James software such as the Proposal System and Client Center.
• Participate in sales trainings.
• Assists with various research projects for the leadership team as needed.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Financial markets and investment vehicles.
• Financial sales industry.
• Fundamental concepts, practices and procedures of a professional office environment.
• Basic concepts, principles and practices of an assigned business unit.

Skill in:

• Public or persuasive speaking.
• Operating standard office equipment and using, or have the ability to learn, required software applications.

Ability to:

• Organize and prioritize multiple tasks and meet deadlines.
• Communicate effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements:

• Previous sales experience through work or extra-curricular activities is preferred.
• SIE license is not required but preferred.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• None Required.

Location

Hybrid position – St. Petersburg office

• No travel required.

Raymond James Guiding Behaviors:

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:

•   Grow professionally and inspire others to do the same.
•   Work with and through others to achieve desired outcomes.
•   Make prompt, pragmatic choices and act with the client in mind.
•   Take ownership and hold themselves and others accountable for delivering results that matter.
•   Contribute to the continuous evolution of the firm.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF