2026 Summer Associate – Independent Contractor Division – St. Petersburg, FL

Job Description Summary

Follow established procedures to perform tasks and receive 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.

Job 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. 

 

Department Overview 

In the Independent Contractor Division (ICD), we serve as dedicated partners to our independent business owners and financial advisors, helping them grow, navigate challenges, and deliver meaningful impact for their clients, associates and communities.  We serve as the bridge between advisors and the home office, ensuring that every interaction strengthens trust, efficiency, and growth.  We are a highly collaborative and energetic relationship management team who is at the beginning of a multi-year transformation to optimize the overall owner/branch/FA experience, create a divisional management service model, promote consistency and standardization across the divisions and create opportunities for future business growth. 

 

Job Summary 

The summer associate will play an important role by supporting key data, client and meeting analytics projects, working alongside many ICD and Private Client Group (PCG) leaders who are passionate about building strong relationships and delivering exceptional service to our advisors.  They will also participate in key department meetings, develop strategy updates and dashboards, and help create field tools and advisor snapshots that will be piloted and delivered throughout the division.  Throughout the summer, the summer associate will regularly use Salesforce, Excel, PowerPoint, SharePoint and other key RJ systems.  

 

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 

• Advisor Relationship Data Project - Help document and organize advisor profiles, personal facts, and interests to support the Connection service model and continuity of relationship building.  Gather data, standardize advisor factsheets, and i