Position Details

Type Internship

Experience intern

Exp. Years 0

Education Not specified

Category Finance & Accounting

About this role

Branch Seasonal Associate offers students exposure to wealth management processes, branch workflows, and client service within a major financial services firm. The role focuses on supporting advisors and gaining hands-on experience in financial planning and branch operations.

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 training modules on financial principles and branch technology
Collaborate with branch associates on administrative and client service activities

Technical Overview

Includes training on financial principles and branch technology; uses Microsoft Office for planning and presentations; supplemental exposure to wealth management processes.

Ideal Candidate

The ideal candidate is a college student in business/finance, eager to learn wealth management and branch operations, with strong communication and a drive for professional development.

Must-Have Skills

Enrolled full-time in accredited college/university pursuing a bachelor's degree in businessfinanceor related field.

Nice-to-Have Skills

Knowledge of financial services industryClient service experienceBasic understanding of wealth management

Required Skills

enrolled in college/university in business/financestrong communicationorganizational and time managementclient service mindsetability to learn new systemswork independently and in a team

Hard Skills

Microsoft OfficeExcelPowerPointWord

Soft Skills

Strong verbal and written communicationOrganizational and time managementTeamworkConfidentialityProfessionalism

Industry & Role

Industry Finance & Banking

Job Function Support branch operations and client service as a summer associate in a major financial services firm.

Role Subtype Branch summer intern

Keywords for Your Resume

branch summer associateraymond jamesparamusinternshipwealth managementbranch operationsclient onboardingplanningservice processesfinancial principlesbranch technologytraining modulescollaborationmentorshipcontinuing educationpresentationMS OfficeExcelPowerPointWordRaymond James

Deal Breakers

Must be legally authorized to work in the US and not require visa sponsorship now or in the future

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