Apply on Employer Site

Raymond James · 1 day ago

2026 Summer Associate – Independent Contractor Division – St. Petersburg, FL

Saint Petersburg, Florida - United States

Full-time, Contract

Hybrid

New Grad

0+ years exp

Raymond James is one of the largest independent financial services firms in the country, headquartered in St. Petersburg, FL. The summer associate will support key data, client, and meeting analytics projects while collaborating with leaders in the Independent Contractor Division to enhance advisor relationships and deliver exceptional service.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

No H1B

Responsibilities

Help document and organize advisor profiles, personal facts, and interests to support the Connection service model and continuity of relationship building. Gather data, standardize advisor factsheets, and input information into Salesforce or other CRM systems

Support the documentation of best practices for using Salesforce to track and measure advisor relationship management. Interview divisional team members, compile usage tips, create user guides, and help train staff on advanced CRM features

Assist in developing and organizing a content library for internal communications, educational resources, and program materials. Curate, categorize, and upload content; help design templates for newsletters or event communications

Help track key performance indicators (KPIs) and support the development or maintenance of dashboards for business solutions and productivity insights. Collect data, update dashboards, and prepare summary reports for divisional management

Assist with the logistics, communications, and feedback collection for the Business Momentum Program or other advisor-facing events. Coordinate event details, manage participant lists, collect and analyze survey feedback, and help with follow-up communications

Document best practices and protocols for recruiting activities, including the creation of flow charts and process guides. Interview stakeholders, map out recruiting touchpoints, and create visual aids for onboarding and recruiting processes

Design and analyze surveys for advisors, mentors, and program participants to assess satisfaction and gather suggestions for improvement. Draft survey questions, distribute surveys, analyze results, and present findings to the ICD Operations team

Performs other duties and responsibilities as assigned