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Raymond James Overview

One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Department Overview

The Independent Business Consulting team is committed to delivering first-class, end-to-end business lifecycle support to business owners in our Independent Contractor Division. Key areas of focus include business structure and planning, scaling, and general business operations.

Job Summary

The summer associate will partner with the team and internal stakeholders to drive innovation through participation in multiple initiatives and projects. Additionally, this role will give the opportunity to shadow real business consultations, assist in follow-ups, and perform business analysis tasks. A summer associate can expect to learn the fundamentals of business planning, project management, and data analysis.

The summer associate position is a temporary role.

**Start Date:** Monday, June 1, 2026

**End Date:** Friday, August 7, 2026

**Work Schedule:** Monday through Friday, up to 40 hours per week.

Duties and Responsibilities

+ Support the RJFS Divisional Management teams to deliver value-added business consulting services to new and existing business owners.

+ Conduct ad hoc financial analysis projects and preparereports as needed.

+ Assist in process improvement initiatives.

+ Manage business unit pipeline data entry.

+ Shadow consulting calls and assist in client follow ups.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ High-level business/accounting principles

+ Basic understanding of financial services industry

Skill in

+ Communication

+ Data analysis (Excel, SQL, etc.)

+ Time management

Ability to

+ Collaborate across departments

+ Problem-solve

+ Work autonomously

Educational/** **Previous** **Experience Requirements

+ Freshman or Sophomore standing (December 2027-May 2029 graduates) 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).

Licenses/Certifications

+ None required.

Location

+ Resident position – St. Petersburg, FL

+ No travel required.