Branch Seasonal Associate - Irvine, CA NGT at Raymond James

Irvine, California, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jul, 26

Salary

55000.0

Posted On

04 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Office, Word, Excel, PowerPoint, Financial planning, Client service, Administrative support, Communication, Time management, Organizational skills, Research, Teamwork, Professionalism, Confidentiality

Industry

Financial Services

Description

Job Description Summary Branch locations serve as the foundation of our client experience, providing personalized financial advice and operational support. The team works collaboratively to ensure smooth branch operations while delivering exceptional service to clients. Branch Seasonal Associates will gain exposure to financial advising processes, branch workflows, and client service best practices in a dynamic, professional environment. Job Description 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 Branch locations serve as the foundation of our client experience, providing personalized financial advice and operational support. The team works collaboratively to ensure smooth branch operations while delivering exceptional service to clients. Branch Seasonal Associates will gain exposure to financial advising processes, branch workflows, and client service best practices in a dynamic, professional environment. Job Summary The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with administrative tasks, observe financial advisors, and support projects that enhance client experience. This position combines hands-on contributions with educational exposure to financial planning, client service, and operational processes. The branch seasonal associate position is a temporary role. Duties and Responsibilities 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. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Basic understanding of Microsoft Office applications (Word, Excel, PowerPoint). General knowledge of business or finance concepts. Familiarity with professional communication standards. Skill in Strong verbal and written communication skills. Organizational and time management abilities. Ability to Learn new systems and processes quickly. Work independently and as part of a team. Manage multiple tasks effectively in a professional setting. Adapt to changing priorities and branch needs. Maintain confidentiality and professionalism. Educational/Previous Experience 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. Any equivalent combination of experience, education, and/or training approved by Human Resources. Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). Licenses/Certifications None required. Location In-person position No travel required. Education Work Experience Salary Range $55,000.00-$14,144.00 Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 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 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 firm At 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. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Unlike most financial firms, Raymond James wasn’t founded on Wall Street. To this day, we pride ourselves on being a different kind of firm. We put people before products and doing what’s right over what’s easy. We believe our clients deserve all of the sophistication – innovative products, strategies and support – of the largest firms, but with a degree of personal attention that is typically only found at much smaller ones. Thanks for your interest in working with Raymond James. No matter what role or path you choose, we are invested in helping you get ready for your search process and your career development. We have events, programs and opportunities to help you accelerate your career and achieve personal and professional success. Join our Student Talent Community learn more about our upcoming events and get the latest updates about our opportunities. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting the growth of our associates. We value hard-working minds from all disciplines and backgrounds, creating a culture where diversity of thought and experience allows us to thrive as a community. We offer opportunities at every stage of your career. Whether you’re just starting to explore career paths, looking for a summer internship, or ready to launch your full-time career, we invest in your development through training curriculum, challenging assignments, and support of leaders and colleagues who care about your personal and professional success. Our people-first culture is the foundation of our values, mission and pledge. Check it out to see why so many choose to work at Raymond James – and why they stay.

Responsibilities

The Branch Seasonal Associate will assist with daily operational tasks, administrative support, and project work to enhance client experience. They will also observe financial advisors to gain exposure to client onboarding, financial planning, and branch workflows.