Branch Seasonal Associate

🔥 10 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $12k - $55k / year

⏱ Part Time

🟢 Junior

🟡 Mid-level

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $1.5G Post IPO debt on 2025-10

Insurance • Consulting • Finance

Raymond James is a diversified financial services firm that provides wealth management, investment banking, asset management, banking and trust, insurance, and capital markets services to individual, institutional and corporate clients. Founded in 1962, the firm offers advisory and brokerage services, fixed income and equity research, retirement and estate planning, private capital and public finance solutions, and banking products through subsidiaries such as Raymond James Bank. Raymond James emphasizes an advisor-centric, client-focused model and serves retail investors, high-net-worth clients, and institutional partners across a broad range of financial needs.

📋 Description

• Assist with branch operational tasks and provide general administrative support • Observe financial advisors and learn about client onboarding, planning, and service processes • Support projects that improve branch efficiency and client experience • Participate in learning sessions and complete assigned training modules on financial principles and branch technology • Collaborate with branch associates on administrative and client service activities • Conduct research or prepare basic materials to support advisor presentations and client meetings • Perform other duties and responsibilities as assigned

🎯 Requirements

• Enrolled full-time in an accredited college/university pursuing a bachelor’s degree in business, finance, or related field • Must be 18 years or older at the time of application • Legally authorized to work in the US • Must not require visa sponsorship now or in the future, including beyond OPT/EAD • Basic understanding of Microsoft Office applications (Word, Excel, PowerPoint) • General knowledge of business or finance concepts • Familiarity with professional communication standards • Strong verbal and written communication skills • Organizational and time management abilities • Ability to learn new systems and processes quickly • Ability to work independently and as part of a team • Ability to manage multiple tasks effectively in a professional setting • Ability to adapt to changing priorities and branch needs • Ability to maintain confidentiality and professionalism • None of the licenses/certifications are required

🏖️ Benefits

• Developmental programs • Mentorships • Continuing education options • Medical, dental, and vision benefits • Life insurance • Critical illness insurance • Accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Potential additional compensation, discretionary bonuses, or commissions

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