**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 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 2026 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of May 2027. 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** Private Client Banking (PCB) at Raymond James supports the complex needs of our clients by offering a range of lending and banking solutions, along with educational resources for advisors and branch professionals. Our goal is to simplify access to capital through products like mortgages, securities based lines of credit (SBL), tailored lending and cash solutions. PCB operates through a collaborative, team-based model that pairs field based Banking Consultants with internal sales support from our Home Office. This summer internship provides an opportunity to learn more about the SBL product suite and gain insight into how PCB delivers education and support across the advisors and branch professionals. **Job Summary** Under direct supervision, the Private Client Banking Intern will work closely with both the Securities Based Lending Consulting and Education & Engagement teams. This role focuses on delivering exceptional service, assisting with educational content, and supporting sales team resources. This internship offers a unique opportunity to gain exposure to lending products, sales enablement strategies, and the broader financial services environment. The intern will assist with advisor inquiries; help coordinate educational initiatives and contribute to internal communications and reporting efforts. **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** + Respond to basic inquiries from financial advisors, branch professionals, and SBL Consultants regarding lending products and services. + Assist in creating and distributing educational materials, presentations, and internal communications. + Maintain shared inboxes and route inquiries to appropriate team members. + Conduct basic market research and compile findings for special projects. + Support coordination of events, meetings, and promotional item logistics. + Help maintain dashboards and reports to track team performance and engagement metrics. + Contribute to the upkeep of sales materials and communication hubs. + Collaborate with team members to identify process improvement and educational opportunities. + Perform administrative and operational tasks as assigned. + Other duties as assigned.  **Knowledge, Skills, and Abilities** **Knowledge of** + Fundamental concepts, practices, and procedures of a professional office environment. + Financial services industry and core investment concepts. + Understand the role of sales enablement in financial services. **Skill in** + Using standard office equipment and learning software tools for communication, coordination, and data analysis. + Building relationships through a Service 1stmindset. **Ability to** + Navigate a professional environment and collaborate across departments. + Learn foundational concepts of securities-based lending and mortgage products. + Organize and prioritize tasks and meet deadlines. + Communicate clearly, both verbally and in writing. + Apply learned knowledge to solve problems proactively. + Work independently and as part of a team. + Show initiative and adaptability in a fast-paced environment. **Educational/Previous Experience** + Junior standing (December 2026-May 2027 graduates) pursuing a bachelor’s degree in business, finance, or related field.  + 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** + Resident position – St. Petersburg, FL + No travel required.