Branch Seasonal Associate - Newport Beach, CA NGQ01

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

Branch locations serve as the foundation of our client experience, providing personalized financial advice and operational support. The team works collaboratively to ensure smooth branch operations while delivering exceptional service to clients. Branch Seasonal Associates will gain exposure to financial advising processes, branch workflows, and client service best practices in a dynamic, professional environment.

Job Summary

The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with administrative tasks, observe financial advisors, and support projects that enhance client experience. This position combines hands-on contributions with educational exposure to financial planning, client service, and operational processes.

The branch seasonal associate position is a temporary role.

Duties and Responsibilities

• Assist with branch operational tasks and provide general administrative support

• Observe financial advisors and learn about client onboarding, planning, and service processes.

• Support projects that improve branch efficiency and client experience.

• Participate in learning sessions and complete assigned training modules on financial principles and branch technology.

• Collaborate with branch associates on administrative and client service activities.

• Conduct research or prepare basic materials to support advisor presentations and client meetings.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Basic understanding of Microsoft Office applications (Word, Excel, PowerPoint).

• General knowledge of business or finance concepts.

• Familiarity with professional communication standards.

Skill in

• Strong verbal and written communication skills.

• Organizational and time management abilities.

Ability to

• Learn new systems and processes quickly.

• Work independently and as part of a team.

• Manage multiple tasks effectively in a professional setting.

• Adapt to changing priorities and branch needs.

• Maintain confidentiality and professionalism.

Educational/Previous Experience Requirements

• Enrolled full-time in an accredited college/university pursuing a bachelor’s degree in business, finance, or related field.

• Must be 18 years or older at the time of application.

• 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

• None required.

Location

• In-person position

• No travel required.