Position Details
About this role
Raymond James Financial is hiring a Branch Summer/Seasonal Associate (temporary) for college students to learn branch operations and the wealth management industry. The associate will provide administrative support, observe financial advisors, and help with projects that improve branch efficiency and client experience.
Key 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
- Support client experience in branch workflows
Technical Overview
The role is focused on operational support within a branch environment rather than technical systems work. Training is provided, and the intern/associate learns client onboarding, planning, and service processes through observation and assigned training.
Ideal Candidate
The ideal candidate is a college student seeking a temporary summer/seasonal learning opportunity in wealth management and branch operations. They are comfortable supporting administrative tasks, learning client onboarding and planning processes by observing financial advisors, and completing assigned training while contributing to projects that improve client experience.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be a college student (role specifically targets college students)
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