Job Description Summary

Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments.

Job 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.

Department Overview

In the Independent Contractor Division (ICD), we serve as dedicated partners to our independent business owners and financial advisors, helping them grow, navigate challenges, and deliver meaningful impact for their clients, associates and communities. We serve as the bridge between advisors and the home office, ensuring that every interaction strengthens trust, efficiency, and growth. We are a highly collaborative and energetic relationship management team who is at the beginning of a multi-year transformation to optimize the overall owner/branch/FA experience, create a divisional management service model, promote consistency and standardization across the divisions and create opportunities for future business growth.

Job Summary

The seasonal associate will support the Independent Contractor Division (ICD) leadership team by assisting in the development of Advisor Profiles that help inform strategic decision-making, advisor engagement, and business planning efforts. The role will involve gathering, analyzing, and synthesizing advisor and business data, as well as supporting key initiatives aligned with the division's growth and service strategies. In addition, the seasonal associate will contribute to a variety of cross-functional projects that advance ICD strategic priorities, improve advisor experiences, and enhance operational effectiveness. Through this experience, the student will gain exposure to wealth management operations, strategic planning, data analysis, executive-level project work, and leadership decision-making within a leading financial services organization.

The fall associate position is a temporary role.

Start Date: Tuesday, September 8, 2026

End Date: Friday, December 4, 2026

Work Schedule: Monday through Friday, up to 24 hours per week.

Duties and Responsibilities

• Support the development of Advisor Profiles by researching, compiling, and analyzing advisor business, growth, and engagement data.
• Assist ICD leadership in identifying trends, opportunities, and insights that support strategic decision-making and advisor-centric initiatives.
• Prepare reports, presentations, and executive summaries that communicate key findings and recommendations to division leadership.
• Collaborate with cross-functional teams on projects aligned with ICD strategic priorities, including advisor experience, business growth, and operational effectiveness.
• Conduct data analysis and research to support strategic planning efforts, business reviews, and special leadership initiatives.
• Contribute to the execution of division-wide projects by tracking progress, coordinating deliverables, and supporting project management activities.
• Gain exposure to wealth management operations, advisor business models, strategic planning, and executive leadership decision-making within a leading financial services organization.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of -

• Microsoft Office applications, including Excel, PowerPoint, and Word
• Basic business analytics, research methods, and data interpretation techniques
• Principles of business strategy, organizational effectiveness, or financial services concepts
• Data visualization and reporting tools used to communicate business insights and trends

Skill in -

• Analyzing and organizing data to identify patterns, trends, and opportunities
• Preparing professional presentations, reports, and executive summaries
• Written and verbal communication with diverse stakeholders and business partners

Ability to -

• Work independently while managing multiple priorities and meeting deadlines
• Collaborate effectively with cross-functional teams and business leaders
• Synthesize information from multiple sources into meaningful insights and recommendations
• Demonstrate curiosity, initiative, and a willingness to learn new business concepts and technologies
• Handle confidential business information with professionalism and discretion

Educational/Previous Experience Requirements

• Freshman or Sophomore standing (December 2027-May 2029 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

• None required.

Location

• Hybrid position - St. Petersburg, FL
  • 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.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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. #LI-RB1

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