2027 Summer Internship – Wealth Management – Multiple Locations

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 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.

Start Date: June 2, 2027

End Date: August 13, 2027

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

Duties and 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.

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.

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

• Junior standing (December 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.

• 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/Certifications

• Successful candidates are highly encouraged to study for and complete the Securities Industry Essentials (SIE) licensing before the conclusion of the program, demonstrating a commitment to professional development and compliance within the financial advisory field.

Location(s)

• In-person position – Multiple Locations

• Applicants must choose their top two locations in rank order before submitting their application. Participating locations include:

• Allentown, PA

• Austin, TX

• Beverly Hills, CA

• Boston, MA

• Chicago, IL

• Columbus, OH

• Coral Gable, FL

• Greenwich, CT

• Hunt Valley, MD

• Louisville, KY

• Miami, FL

• New York, NY

• Newport Beach, CA

• Pasadena, CA

• Southlake, TX

• St. Louis, MO

• Waukesha, WI

Raymond James Guiding Behaviors

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.