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.

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 immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors. Featuring 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 2026 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2027. Most positions are based in St. Petersburg with other available locations depending on company need.

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

Department Overview

Private Client Banking (PCB) at Raymond James support s the complex needs of our clients by offering a range of lending and banking solutions, along with educational resources for advisors and branch professionals. Our goal is to simplify access to capital through products like mortgages, securities based lines of credit (SBL), tailored lending and cash solutions.

PCB operates through a collaborative, team-based model that pairs field based Banking Consultants with internal sales support from our Home Office. This summer inter nship provides an opportunity to learn more about the SBL product suite and gain insight into how PCB delivers education and support across the advisors and branch professionals.

Job Summary

Under direct supervision, the Private Client Banking Intern will work closely with both the Securities Based Lending Consulting and Education & Engagement teams . This role focuses on delivering exceptional service, assisting with educational content, and supporting sales team resources. This internship offers a unique opportunity to gain exposure to lending products, sales enablement strategies , and the broader financial services environment. The intern will assist with advisor inquiries; help coordinate educational initiatives and contribute to internal communications and reporting efforts.

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

• Respond to basic inquiries from financial advisors, branch professionals , and SBL Consultants regarding lending products and services.

• Assist in creati ng and distributi ng educational materials, presentations, and internal communications.

• Maintain shared inboxes and route inquiries to appropriate team members.

• Conduct basic market research and compile findings for special projects.

• Support coordination of events, meetings, and promotional item logistics.

• Help maintain dashboards and reports to track team performance and engagement metrics.

• Contribute to the upkeep of sales materials and communication hubs.

• Collaborate with team members to identify process improvement and education al opportunities .

• Perform administrative and operational tasks as assigned.

• Other duties as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental concepts, practices, and procedures of a professional office environment.

• Financial services industry and core investment concepts .

• Understand the role of sales enablement in financial services.

Skill in

• Using standard office equipment and learning software tools for communication, coordination, and data analysis.

• Building relationships through a S ervice 1st mindset.

Ability to

• Navigate a professional environment and collaborate across departments.

• Learn foundational concepts of securities-based lending and mortgage products.

• Organize and prioritize tasks and meet deadlines.

• Communicate clearly, both verbally and in writing.

• Apply learned knowledge to solve problems proactively.

• Work independently and as part of a team.

• Show initiative and adaptability in a fast-paced environment.

Educational/Previous Experience

• Junior standing ( December 2026 -May 2027 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.

Licenses/Certifications

• None required.

Location

• Resident position - St. Petersburg, FL

• No travel required.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Workstyle
Resident

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