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.

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.

Job Summary

Provide insights, make recommendations, create awareness and educate financial advisors or (external clients) on the various products andservices offered on financial product solutions. Typically, first point of contact for product offerings for clients.

The summer associate position is a temporary role.

Start Date: Monday, June 1 , 2026

End Date: Friday, August 7 , 2026

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

Duties and Responsibilities

• Use established systems to analyze customer needs and define and deliver financial products.

• Monitor specific aspects of a product life cycle, including long- and short-term development and marketing. Perform analyses

• on specific aspects to stay abreast of trends in the marketplace and ensure the product's competitive position.

• Contribute to the preparation of various data and analytics reports.

• Collate and analyze data using preset tools, methods, and formats. Involves working independently.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

• Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.

• Manage and develop all aspects of a product or service to ensure it achieves its full impact and value in the market.

• Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding ofthe client and its market to enable maximum returns

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 - Memphis, TN

• 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