Branch Seasonal Associate - Sumter, SC QBF

Raymond James • Sumter, SC

1d • 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 role based in person at a branch, with no travel required.

Branch locations provide personalized financial advice and operational support. Associates collaborate with branch staff to support smooth operations and serve clients while gaining exposure to financial advising processes, branch workflows, and client service practices. The role includes participating in learning sessions and completing training modules on financial principles and branch technology.

Requirements

• Be enrolled full-time in an accredited college or university and pursuing a bachelor’s degree in business, finance, or a related field.
• Be at least 18 years old at the time of application.
• Be legally authorized to work in the United States without requiring visa sponsorship now or in the future, including beyond OPT/EAD.
• Have a basic understanding of Microsoft Office applications, including Word, Excel, and PowerPoint.
• Have general knowledge of business or finance concepts and familiarity with professional communication standards.
• Demonstrate strong verbal and written communication skills and organizational and time management abilities.
• Be able to learn new systems and processes quickly, work independently and as part of a team, manage multiple tasks, adapt to changing priorities, and maintain confidentiality and professionalism.
• Equivalent combinations of experience, education, and/or training approved by Human Resources may be considered.

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, critical illness insurance, accident insurance, and 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.
• Additional compensation may include cash or equity, discretionary bonuses, or commissions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level