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

Raymond James Insurance Solutions provides protective planning solutions through guidance, resources, and products that help financial advisors engage in holistic wealth management with their clients.

Job Summary

As a Summer Associate in Annuity Distribution, you will support all three levels of our team: annuity product specialists, internal consultants, and external consultants. You will be highly engaged in daily activities such as conducting annuity reviews, creating illustrations and marketing materials, and preparing annuity book reports. This role offers a comprehensive view of annuity distribution across industry, broker/dealer, and independent channels. You will gain insight into Raymond James’ values, purpose, and culture while deepening your knowledge of annuity products and positioning. Through hands-on experience, you will explore case planning strategies designed to meet individual client goals-building skills that will serve you throughout your career.

The summer associate position is a temporary role.

Start Date: Monday, June 1 , 202 6

End Date: Friday, August 7 , 202 6

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

Duties and Responsibilities

• Using client specific information, generate illustrations and marketing materials

• Perform analysis on individual annuity contracts

• Call shadow with associates to gain insight into advisor-client cases and resultant solutions

• Generate full advisor annuity book of business reports

• Utilize various annuity tools/calculators to assist team members on specific cases

• Research case escalations with manager and product manager

• Collaborate with other team members within the department to assist with specific cases

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Financial planning principles

• Excel and PowerPoint

• Data entry/analysis

Skill in

• Communicating effectively in a professional setting, both orally and in writing

• Customer service

• Problem solving

• Operating standard office equipment and using required software applications

Ability to

• Learn and retain information quickly

• Organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment

• Establish clear directions and priorities

• Work independently as well as collaboratively within a team environment

• Gather information and monitor events pertaining to assigned products and markets in general

Educational/ Previous Experience Requirements

• Freshman or Sophomore standing ( December 202 7 -May 202 9 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 .

Education
High School (HS) (Required)

Work Experience
General Experience - 4 to 6 months

Workstyle
Hybrid

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