✦ Luna Orbit — Finance & Accounting

Branch Summer Associate - Paramus, NJ 3CV

at Raymond James Financial

Onsite 💰 $16K – $55K USD / year Posted March 30, 2026
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Position Details

Salary $16K – $55K USD / year
Type Internship
Experience intern
Exp. Years 0
Education Enrolled full-time in an accredited college/university pursuing a bachelor's degree in business, finance, or related field
Category Finance & Accounting

About this role

Branch Summer Associate offers college students exposure to wealth management processes, branch workflows, and client service within Raymond James' branch network in Paramus, NJ.

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
  • Complete training modules on financial principles and branch technology
  • Collaborate with branch associates on activities

Technical Overview

Hands-on experience with branch operations, client onboarding, and basic financial principles; heavy use of Microsoft Office for reporting and presentations.

Ideal Candidate

The ideal candidate is a college student pursuing a degree in business or finance, seeking a summer internship to learn wealth management and branch operations. Must be authorized to work in the US without visa sponsorship and comfortable with in-person, onsite work in Paramus.

Must-Have Skills

Enrolled full-time in a college/university pursuing a bachelor's degree in businessfinanceor related fieldMust be 18 years or older at the time of applicationLegally authorized to work in the US and not require visa sponsorship

Nice-to-Have Skills

Exposure to wealth management or branch operationsBasic understanding of financial principles

Tools & Platforms

Microsoft Office Suite

Required Skills

Enrolled full-time in a college/university pursuing a bachelor's degree in businessfinanceor related field; MS Office; client onboarding; branch technology; verbal and written communication; organizational skills

Hard Skills

Microsoft OfficeWordExcelPowerPointFinance basicsClient onboardingBranch technology

Soft Skills

Verbal and written communicationOrganizational skillsTeam collaborationTime managementProfessionalism

Industry & Role

Industry Finance & Banking
Job Function Support branch operations and client service in a wealth management environment
Role Subtype Branch operations intern

Keywords for Your Resume

branch seasonal associateraymond jamesparamusfinancial planningwealth managementclient onboardingbranch workflowsfinancial principlesms officeexcelpowerpointtraining modulesbranch technologycustomer serviceinterview supportcollege internsummer internshipin-personon-sitebranch operations

Deal Breakers

Not enrolled as a full-time student, Not legally authorized to work in the US, Requires visa sponsorship

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