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 a place where good people grow, and nowhere is that better demonstrated than in our award-winning internship program. During the 10-week immersive experience, you will engage with and implement the firm's core values through our five guiding behaviors. Featuring a comprehensive orientation, in-person and virtual professional development training sessions, networking events, leadership speaker series, and volunteer opportunities, you will become equipped with knowledge of the business and our firm's culture that will help you build relationships and develop skillsets for the internship and your future. We view the internship as the best way to launch a successful career with Raymond James.

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 graduation date of May or June 2025. Positions may be available throughout the United States 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

The Wealth Management internship at Raymond James is committed to empowering future financial advisors through comprehensive training and personalized development. Our mission is to elevate future advisors to new heights of professional success while ensuring client satisfaction in today's dynamic market. With a focus on cutting-edge technology, diversity, and ethical practices, our vision is to be the premier program for cultivating exceptional financial advisors. Through these efforts, we redefine industry standards and shape a new era of financial advisory excellence with a client-centric approach and a commitment to lifelong learning.

Job Summary

Raymond James is seeking dynamic students who are motivated, detail oriented, relationship focused, creative problem solvers, and committed to a career in financial advising to join our growing team. The intern role will work on specific projects and provide functional support to financial advisors and their prospective and existing clients, as well as other branch team members and branch operations during the summer experience. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual, digital), and the ability to learn and execute procedures, processes, and techniques on assigned tasks and assignments. Come grow with us and see where a career at Raymond James could take you!

Internship Length: 10 weeks

Start Date: May 28, 2024

End Date: August 2, 2024

Work Schedule: Monday through Friday, up to 40 hours per week, primarily in office

Duties & Responsibilities

• Collaborate closely with financial advisors, branch office operations, and the client service team to elevate client support and engagement.
• Contribute to branch marketing, media strategies, and events.
• Engage in comprehensive investment research.
• Gather and interpret investment data, offering pertinent recommendations.
• Observe financial advisor meetings with clients and their families for portfolio reviews and planning meetings.
• Work on projects aimed at refining investment management, portfolio analysis, and rebalancing, while partnering with operations to introduce innovative efficiency-driven tools and solutions.
• Demonstrate proficiency in the technology tools and processes integral to the wealth management landscape, including compliance and client management.
• Provide support for client events, webinars, networking endeavors, and other marketing events.
• Collaborate with the marketing team to gain a working understanding of the business development dynamics within a wealth management firm.
• Conduct portfolio maintenance and reviews.
• Actively participate with the team in delivering high caliber financial planning services to clients.
• Engage in collaborative projects and multifaceted assignments that bolster branch operations, enhance client services, and propel practice marketing initiatives.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

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

Skill in

• Operating standard office equipment and using, or having the ability to learn, required software applications (e.g. Microsoft Office suite and firm tools).

Ability to

• Organize and prioritize multiple tasks and meet deadlines.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements

Education/Previous Experience

• 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 or June 2025.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• Successful candidates are highly encouraged to study for and complete the Securities Industry Essentials (SIE) licensing before the conclusion of the internship program, demonstrating a commitment to professional development and compliance within the financial advisory field. Consideration of a full-time offer with Raymond James may be driven by the successful completion of the SIE license.

Resident position – Branch Complex Location/Office - Multiple Locations

• Travel between branches within the complex may be required.

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