Raymond James · 6 hours ago
2026 Summer Associate – Wealth Management – Multiple Locations
Charleston, SC
Full-time
Onsite
New Grad
0+ years expRaymond James is one of the largest independent financial services firms in the country, providing trusted advice and tailored strategies for clients. The Summer Associate role is designed for students interested in financial advising, offering them the opportunity to support financial advisors and engage in various projects to enhance client services during the summer experience.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Collaborate closely with financial advisors, branch office operations, and the client service team to elevate client support and engagement
Contribute to branch marketing, media strategies, and events
Engage in comprehensive investment research
Gather and interpret investment data, offering pertinent recommendations
Observe financial advisor meetings with clients and their families for portfolio reviews and planning meetings
Work on projects aimed at refining investment management, portfolio analysis, and rebalancing, while partnering with operations to introduce innovative efficiency-driven tools and solutions
Demonstrate proficiency in the technology tools and processes integral to the wealth management landscape, including compliance and client management
Provide support for client events, webinars, networking endeavors, and other marketing events
Collaborate with the marketing team to gain a working understanding of the business development dynamics within a wealth management firm
Conduct portfolio maintenance and reviews
Actively participate with the team in delivering high caliber financial planning services to clients
Engage in collaborative projects and multifaceted assignments that bolster branch operations, enhance client services, and propel practice marketing initiatives
Performs other duties and responsibilities as assigned
Qualification
Required
Sophomore standing (December 2027-May 2028 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)
Knowledge of fundamental concepts, practices, and procedures of a professional office environment
Knowledge of basic concepts, principles, and practices of an assigned business unit
Skill in operating standard office equipment and using, or having the ability to learn, required software applications
Ability to organize and prioritize multiple tasks and meet deadlines
Ability to communicate effectively, both orally and in writing
Ability to work independently and collaboratively within a team environment
Ability to provide a high level of customer service
Ability to establish and maintain effective working relationships
High School (HS) (Required)
General Experience - 4 to 6 months
Preferred
Successful candidates are highly encouraged to study for and complete the Securities Industry Essentials (SIE) licensing before the conclusion of the program, demonstrating a commitment to professional development and compliance within the financial advisory field
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase