About The Position

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. Job Summary Provide insights, make recommendations, create awareness and educate financial advisors or (external clients) on the various products and services offered on financial product solutions. Typically, first point of contact for product offerings for clients. The summer associate position is a temporary role. Start Date: Monday, June 1, 2026 End Date: Friday, August 7, 2026 Work Schedule: Monday through Friday, up to 40 hours per week.

Requirements

  • Freshman or Sophomore standing (December 2027-May 2029 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).

Responsibilities

  • Use established systems to analyze customer needs and define and deliver financial products.
  • Monitor specific aspects of a product life cycle, including long- and short-term development and marketing.
  • Perform analyses on specific aspects to stay abreast of trends in the marketplace and ensure the product's competitive position.
  • Contribute to the preparation of various data and analytics reports.
  • Collate and analyze data using preset tools, methods, and formats.
  • Performs other duties and responsibilities as assigned.
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