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Raymond James · 1 day ago

2026 Summer Associate – Intermediary Internal Sales - Raymond James Investment Management – St. Petersburg, FL

Saint Petersburg, Florida - United States

Full-time

Hybrid

New Grad

0+ years exp

Raymond James is one of the largest independent financial services firms in the country. The summer associate will support the Internal Wholesaler Team Lead, focusing on client service and sales within the asset management business.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

No H1B

Responsibilities

Provide sales support and analysis

Help transfer bond holdings data for portfolio analysis and reviews

Assist the internals with client requests, etc

Performs other duties and responsibilities as assigned

Qualification

Client servicesProficient in ExcelCommunication skillsTeam collaborationProfessional office knowledge

Required

Full-time student at an accredited college/university, graduating December 2026 or later, 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)

Knowledge of fundamental concepts, practices, and procedures of a professional office environment

Skill in client services

Proficient in Excel

Ability to communicate effectively, both orally and in writing

Ability to work independently and collaboratively within a team environment

Ability to establish and maintain effective working relationships

General Experience - 4 to 6 months