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 or master’s degree in a business or finance 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

The Wealth Planning division of Raymond James provides the planning resources and expertise financial advisors need to serve their clients. Whether Raymond James Financial Advisors are helping clients plan for retirement, address sophisticated investment objectives, or plan their estate, the Wealth Planning team provides the tools and resources our Financial Advisors need.

The Wealth Planning team is the starting place for our Financial Advisors when seeking answers on everything from Social Security and Medicare to education and estate planning. Beyond the support of a knowledgeable team, the Wealth Planning department also supports the technology that reinforces the value our Advisors provide to their clients.

The department includes our financial planning software support team, our financial planning consulting team, a paraplanning team, private wealth consultants, private wealth portfolio consultants, private wealth strategists, and our longevity planning team of experts.

Job Summary:

The Wealth Planning department is seeking an undergraduate candidate to support our team. Interns will learn the financial planning software that Raymond James Financial Advisors use with their clients, work on a competitive analysis project for our specific department, work on a larger-scale group project with interns from other departments, develop presentation skills, and network throughout the firm.

An internship with the Wealth Planning department will give you hands-on experience in the field of financial planning, valuable networking opportunities, as well as the chance to learn from experts in the financial services industry.

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:

• Master financial planning software and present to financial plan to senior members of team.
• Research competitive analysis issue as decided by direct supervisor, present findings to senior members of the team.
• Network with Wealth Planning team members, attend team meetings, and support them in daily work with Financial Advisors as decided upon by direct supervisor and as appropriate.
• Participate in large group research project and participate in presentation to management.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Basic mastery of and application of office software.
• Fundamental concepts, practices and procedures of a professional office environment.
• Basic concepts, principles and practices of an assigned business unit.

Skill in:

• Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Critical thinking and problem solving with limited supervisory guidance.
• Communicating effectively and professionally, both orally and in writing.
• Operating standard office equipment and using, or having the ability to learn, required software applications.

Ability to:

• Execute instructions and request clarification when necessary.
• 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 at all levels of the organization.

Educational/Previous Experience Requirements:

• Pursing an undergraduate or graduate degree in business or finance with a completion of May 2023 or sooner.
• 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 – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. 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