2024 Fall Associate - Global Wealth Solutions Business Development - Remote

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 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

Under general supervision, the seasonal associate uses knowledge and skills obtained through formal education and/or experience to work on specific projects within an assigned functional area. The seasonal associate follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Routine contact with internal and external customers may be required to exchange basic information. 

The fall associate position is a temporary role.

Start Date: Monday, September 9, 2024

End Date: Friday, December 20, 2024.

Work Schedule: Monday through Friday, up to 5 hours per week.

Duties and Responsibilitie

• Performs duties and tasks that reflect substantial variety and complexity. 

• Assists others in the resolution of complex problems and issues.  

• Schedules, reports, and tracks information for department. 

• Collects data for preparation of various reports, budgets, and variance analyses. 

• Assists in preparing, reviewing, or auditing reports. 

• Assists with more complex research and investigation. May prepare analyses of information. 

• Works independently on assigned projects and tasks, meeting all delivery deadlines. 

• Operates standard office equipment and uses required software applications. 

• Performs other duties and responsibilities as assigned. 

Qualifications:

Knowledge, Skills, and Abilitie

Knowledge of -

• Fundamental concepts, practices, and procedures of a professional office environment.

• Basic concepts, principles, and practices of an assigned business unit.

Skill in -

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• Operating standard office equipment and using, or having the ability to learn, required software applications.

• Ability to work effectively as part of a virtual/hybrid team.

Ability to -

• Build solid, effective working relationships with others.

• Execute instructions and request clarification when necessary.

• Provide courteous, timely service when addressing customer questions and concerns.

• Organize and prioritize multiple tasks and meet deadlines.

• Communicate effectively, both orally and in writing.

• Work independently and collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships.

Educational/Previous Experience Requirement

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certification

• None required.

Location

• Remote position

• No travel required.

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Raymond James Guiding Behaviors

At 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 outcome

• 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 firm