2025 Summer Internship - Global Wealth Solutions Intern - St. Petersburg, FL

2025 Summer Internship - Global Wealth Solutions Intern - St. Petersburg, FL-2402721

Description

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.

Internship Program Overview

Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program.

During the immersive experience, you will engage with and implement the firm’s core values through our five guiding behaviors.

Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.

To be eligible for the summer 2025 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2026.

Most positions are based in St. Petersburg with other available locations depending on company need.

Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation.

Department Overview

Raymond James Global Wealth Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy.

GWS offers comprehensive solutions within every wealth demographic via Investment Strategy, Wealth Planning, Investment Solutions, Insurance Solutions, Capital Markets, Institutional Fiduciary Solutions, and Private Institutional Clients (PIC) to more than 8,000 Financial Advisors.

Job Summary

Join Global Wealth Solutions (GWS) as an intern and kickstart your career in the dynamic world of wealth management. GWS is seeking enthusiastic interns to join various teams within our department.

This is a unique opportunity to gain hands-on experience, build valuable networks, and learn from industry experts. As a GWS intern, you will engage in diverse projects across multiple areas of wealth management, collaborate with seasoned professionals, and gain insights into the financial services industry.

You will also participate in networking events and professional development workshops, contribute to meaningful work that impacts our clients and business, and receive guidance and support to identify your career aspirations and growth opportunities.

Internship Length : 10 weeks

Start Date : June 2, 2025

End Date : August 8, 2025

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

Duties and Responsibilities

• Master financial planning software, conduct competitive analysis, and present findings to senior team members.
• Collect, analyze, and visualize data related to annuities, life insurance, and long-term care products; prepare comprehensive reports and dashboards.
• Conduct thorough research on financial markets and investment opportunities; assist in developing and implementing investment strategies.
• Network with Wealth Planning team members, attend meetings, and support Financial Advisors; collaborate with cross-functional teams for data gathering and insights.
• Manage team email inbox, schedule appointments, and conduct policy reviews; assist with operational processes including suitability, trading, and administrative duties.
• Provide general and product-specific education; support advisor and branch professional education through events and showcases.
• Research and implement new technologies to improve processes; develop and maintain spreadsheets for tracking and reporting.
• Document methodologies and processes used in data analysis; assist in the promotion and maintenance of IS materials and ensure compliance with relevant channels.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental concepts, practices, and procedures of a professional office environment, including the use of Microsoft Office Suite (Excel, PowerPoint, Outlook).
• Basic concepts, principles, and practices of financial planning, investing, and the securities industry.
• Financial markets, products, and the impact of macro and microeconomics on investment strategies.
• Data analysis and visualization tools, such as Python, R, SQL, Tableau, Qlik, or Power BI.
• Principles of banking, finance, accounting, budgeting, cost control, and broker-dealer operations.

Skill in

• Organization and time management to prioritize workload, handle multiple tasks, and meet deadlines in a fast-paced environment.
• Critical thinking and problem solving with limited supervisory guidance, including independent creative thinking.
• Operating standard office equipment and using, or having the ability to learn, required software applications for various tasks.
• Attention to detail and follow-up to ensure resolution and completion of tasks, maintaining high-quality standards.

Ability to

• Communicate effectively and professionally, both orally and in writing, to convey complex findings and prepare presentations.
• Function effectively both independently and within a team environment, promoting team cohesiveness and cooperation.
• Deliver a high level of customer service, represent the company professionally, and adhere to ethical principles.
• Identify problems, gather facts, develop solutions, and execute instructions with attention to detail while maintaining a big picture orientation.

Educational / Previous Experience Requirements

• Junior standing pursuing a bachelor’s degree in business, finance, or related field.
• Any equivalent combination of experience, education, and / or training approved by Human Resources.

Licenses / Certifications

None required.

Location

Hybrid position St. Petersburg, FL

No travel required.

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Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to :

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firmAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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