"Alerted.org

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

Raymond James Insurance Solutions provides protective planning solutions through guidance, resources, and products that help financial advisors engage in holistic wealth management with their clients.

Job Summary

As a Summer Associate in Annuity Distribution, you will support all three levels of our team: annuity product specialists, internal consultants, and external consultants. You will be highly engaged in daily activities such as conducting annuity reviews, creating illustrations and marketing materials, and preparing annuity book reports. This role offers a comprehensive view of annuity distribution across industry, broker/dealer, and independent channels. You will gain insight into Raymond James’ values, purpose, and culture while deepening your knowledge of annuity products and positioning. Through hands-on experience, you will explore case planning strategies designed to meet individual client goals—building skills that will serve you throughout your career.

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

+ Using client specific information, generate illustrations and marketing materials

+ Perform analysis on individual annuity contracts

+ Call shadow with associates to gain insight into advisor-client cases and resultant solutions

+ Generate full advisor annuity book of business reports

+ Utilize various annuity tools/calculators toassistteam members on specific cases

+ Research case escalations with manager and product manager

+ Collaborate with other team members within the department toassistwith specific cases

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ Financial planning principles

+ Excel and PowerPoint

+ Data entry/analysis

Skill in

+ Communicating effectively in a professional setting, both orally and in writing

+ Customer service

+ Problem solving

+ Operating standard office equipment and using required software applications

Ability to

+ Learn andretaininformation quickly

+ Organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment

+ Establish clear directions and priorities

+ Work independently as well as collaboratively within a team environment

+ Gather information andmonitoreventspertaining toassigned products and markets in general

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

+ Freshmanor Sophomorestanding(December 2027-May 2029graduates) 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

+ Nonerequired.

Location

+ Hybridposition– St. Petersburg, FL

+ No travelrequired.