2025 Summer Internship - Succession & Acquisition Planning Intern - St. Petersburg, FL

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

The Succession Planning & Acquisitions department offers consultation and assistance to branch managers and financial advisors as they plan for the sale and continuation of their practice. Our passion is to empower our advisors to realize the opportunities inherent in business ownership. Through collaboration, we equip our advisors to protect their assets, build their legacy, and propel their growth. To achieve this mission, information and best practices regarding our planning and coaching services are divided into the following categories: Catastrophic Planning, Long-term Succession Planning and execution, Strategic Acquisition Coaching and Team Planning. Each category, whether that be succession or acquisition, has a similar process in executing a book of business transition.

Job Summary

Under general supervision, uses skills gained through training and experience to assist with specific projects within an assigned functional area for a specified period of time. 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. Resolves routine questions and problems and refers more complex issues to a higher level. Routine contact with internal and external customers may be required to exchange basic information.

Internship Length: 10 week

Start Date: June 2, 2025

End Date: August 8, 2025

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

Duties and Responsibilitie

• Prepare various reports, summaries, and/or surveys.

• Work closely with department Operation Specialists in completing day to day workflow.

• Clean up department file folders, ensure documents are centralized and named according to proper naming conventions.

• Engage with department Project Consultant and work on various projects to improve department efficiencies.

• Support team tracking and service offering deliverables.

• Work with other departments to ensure stakeholders are receiving necessary information.

• Operates standard office equipment and uses required software applications.

• Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilitie

Knowledge of -

• Principles of securities industry operations.

• Business planning and analysis.

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

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

Skill in -

• Preparing and delivering written and oral presentations.

• Data analytics and excel modeling.

• Communication techniques.

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

Ability to -

• Facilitate information gathering and communicating accordingly.

• Comprehend instructions and apply to tasks effectively.

• 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

• 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/Certification

• None required.

Location

• Hybrid position - St. Petersburg, FL

• 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