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 a 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 2025 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2026. 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

The Private Client Group is the largest segment within Raymond James supporting financial advisors who provide financial planning, investment advisory and securities transaction services to their clients. The ideal candidate is excited to work in a fast-paced environment with a variety of individuals including financial advisors. growing business.

This particular role calls for someone interested in compensation and retention programs for financial advisors. The candidate should be detail-oriented and willing to handle a variety of tasks relating to the collection and processing of various client account statements used to support our FA retention program.

Job Summary

Under general supervision, uses skills gained through training and experience to assist with specific projects within an assigned functional area for a specified period of time. Follows established procedures to perform tasks and receives 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. Resolves routine questions and problems and refers more complex issues to a higher level. Routine contact with internal and external customers may be required to exchange basic information.

Internship Length: 10 weeks

Start Date: June 2, 2025

End Date: August 8, 2025

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

Duties and Responsibilities

• Research and document existing recruiting processes from RJA, RJFS ICD, Corporate RIA and FID.

• Partner with Leadership to identify enhancement opportunities in the recruiting processes.

• Review documentation of new/existing processes to ensure regulatory compliance.

• Update existing procedural documentation when applicable.

• Analyze the current Transition Assistance Approval workflow to identify roadblocks.

• Specific projects and varied assignments.

• Operates standard office equipment and uses required software applications.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of –

• Assist in Financial Advisor point tracking for Recognition Club qualification.

• Act as a liaison to the participants regarding aspects of the recognition program.

• Specified projects and varied assignments.

• Operates standard office equipment and uses required software applications.

• Performs other duties and responsibilities as assigned.

Skill in –

• Operating standard office equipment and using, or having the ability to learn, required software applications

• .

Ability to –

• Organize and prioritize multiple tasks and meet deadlines.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships.

Educational/ Previous Experience Requirements

• Junior standing 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

• Hybrid position – St. Petersburg, FL

• No travel required.

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Job: Accounting & Finance

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

Organization Private Client Group

Schedule Full-time

Job Shift Day Job

Req ID: 2402720