Raymond James · 1 day ago
2026 Summer Associate – Independent Business Consulting – St. Petersburg, FL
Raymond James is one of the largest independent financial services firms in the country, focusing on providing trusted advice and tailored strategies for clients. The summer associate will partner with the Independent Business Consulting team to drive innovation, assist in business consultations, and perform business analysis tasks.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Support the RJFS Divisional Management teams to deliver value-added business consulting services to new and existing business owners
Conduct ad hoc financial analysis projects and prepare reports as needed
Assist in process improvement initiatives
Manage business unit pipeline data entry
Shadow consulting calls and assist in client follow ups
Performs other duties and responsibilities as assigned
Qualification
Required
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)
High School (HS) (Required)
General Experience - 4 to 6 months
Knowledge of high-level business/accounting principles
Basic understanding of financial services industry
Skill in communication
Skill in data analysis (Excel, SQL, etc.)
Skill in time management
Ability to collaborate across departments
Ability to problem-solve
Ability to work autonomously
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Recent News
TradingView
2025-12-16
Company data provided by crunchbase