Branch Seasonal Associate - Fenton, MI 3JK

Raymond James & Associates•Silver Lake, MI

2d•Onsite

About The Position

The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Associates assist with administrative tasks, observe financial advisors, and support 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 at a Raymond James branch, 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.
Be legally authorized to work in the United States and not require 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, organization, and time management.
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.
An equivalent combination 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 the 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.