Branch Seasonal Associate - Birmingham, MI 35J

Raymond James & Associates • Birmingham, MI

3d • Onsite

About The Position

The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. The associate assists with administrative tasks, observes financial advisors, and supports projects that enhance the client experience. The position combines hands-on contributions with educational exposure to financial planning, client service, and operational processes. It is a temporary, in-person position with no travel required.

Requirements

• Be enrolled full-time in an accredited college or university pursuing a bachelor’s degree in business, finance, or a related field.
• Be at least 18 years old at the time of application.
• Have a basic understanding of Microsoft Office applications, including Word, Excel, and PowerPoint.
• Have general knowledge of business or finance concepts.
• Be familiar with professional communication standards.
• Have strong verbal and written communication skills.
• Have organizational and time-management abilities.
• Be able to learn new systems and processes quickly.
• Be able to work independently and as part of a team.
• Be able to manage multiple tasks effectively in a professional setting.
• Be able to adapt to changing priorities and branch needs.
• Maintain confidentiality and professionalism.
• Be legally authorized to work in the United States and not require visa sponsorship now or in the future, including beyond OPT/EAD.
• Any equivalent combination of experience, education, and/or training must be approved by Human Resources.

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.
• Perform other duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision coverage may be available.
• Life insurance may be available.
• Critical illness and accident insurance may be available.
• Disability benefits may be available.
• Retirement savings may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.

What This Job Offers

• Career Level: Entry Level