2025 Summer Associate – Sales Strategy (Structured Investments) – St. Petersburg, FL-2403976

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

The Raymond James Structured Investments Group provides a leading platform of market-linked notes and CDs to the firm’s financial advisors and clients. The Structured Investments Group works with global banks to design, structure, and distribute these investments providing full product lifecycle support and ongoing advisor education. This role will be supporting the platform across all major functional groups including trading and operations, product origination, and product support and advisor sales.

Job Summary

The Structured Investments Group is seeking a summer associate to support the platform. The team works with issuing banks to create a leading platform of offerings and interacts with advisors and clients who utilize the platform. Qualified candidates should have financial services industry experience (internship, student investment club, or demonstrated interest in markets).

A role with the Structured Investments Group will give you hands-on experience, valuable networking opportunities, as well as the chance to learn from experts in the wealth management and financial services industries.

Summer associates will be involved in and assist all aspects of the platform including product origination, trading and operations, and product support and sales. The Group values contributions made by those in this role and works closely with them to identify areas for further career development.

The summer associate position is a temporary role.

Start Date: Monday, June 2, 2025

End Date: Friday, August 8, 2025

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

**Duties and Responsibilities **

• Assist with operational processes including suitability, trading, setup, and other administrative duties.
• Assist team members with projects in support of the platform.
• Engage financial advisors, external partners, and other Raymond James home office departments to support the platform.
• Work with management and business consultants across various functions to improve future business processes.
• Evaluate opportunities to create efficiencies.
• Assist with complex research and investigation; may prepare analyses of information.
• Assist team members with marketing and sales efforts including presentations, advisor/client launch emails, webinars, sales support, etc.
• Assist with data review and analysis.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

 

Qualifications

Knowledge, Skills, and Abilities

Knowledge of –

• Microsoft Office Suite including Excel and PowerPoint.
• Investment concepts, practices, and procedures used in the securities industry.
• Financial markets and products.
• Fundamental concepts, practices, and procedures of a professional office environment.
• Basic concepts, principles, and practices of an assigned business unit.

Skill in –

• High level customer service.
• Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Critical thinking and problem solving with limited supervisory guidance.
• Communicating effectively and professionally, both orally and in writing with internal and external clients and customers.
• Operating standard office equipment and using, or having the ability to learn, required software applications.

Ability to –

• Represent the company in a highly professional manner.
• Attend to detail while maintaining a big picture orientation.
• Analyze and solve problems.
• Establish and maintain effective working relationships at all levels of the organization.
• Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Perform all functions with limited supervisory support and with a high level of accuracy.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels and external stakeholders to accomplish objectives.
• Promote team cohesiveness, cooperation, and effectiveness.
• Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements -

• Freshman or sophomore standing (May 2027-May 2028 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 - In-Person – St. Petersburg, FL

No travel required.

#wayup

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.

Job: Private Clients Solutions

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization: Private Client Group

Schedule: Full-time

Shift: Day Job

Salary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) 23.00

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