2026 Summer Associate Intermediary Internal Sales
2 weeks ago
Raymond James Investment ManagementOne 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 SummaryThe summer associate will work closely with the Internal Wholesaler Team Lead. The ideal candidate possesses a commitment to excellence in client service and is excited to work in a collegial environment. This role calls for someone interested in sales/client service and understanding the asset management business. The summer associate position is a temporary role.Start Date: Monday, June 1, 2026End Date: Friday, August 7, 2026Work Schedule: Monday through Friday, up to 40 hours per week.Duties and ResponsibilitiesProvide sales support and analysis.Help transfer bond holdings data for portfolio analysis and reviews.Assist the internals with client requests, etc.Performs other duties and responsibilities as assigned.Knowledge, Skills, and AbilitiesKnowledge of fundamental concepts, practices, and procedures of a professional office environment.Skill in client services.Proficient in Excel.Ability to communicate effectively, both orally and in writing.Work independently and collaboratively within a team environment.Establish and maintain effective working relationships.Educational/Previous Experience RequirementsFull-time student at an accredited college/university, graduating December 2026 or later, 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/CertificationsNone required.LocationHybrid position St. Petersburg, FL. No travel required.
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