Branch Seasonal Associate - Newport Beach, CA NGQ01

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. 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 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 Remote Education Work Experience Salary Range $55,000.00-$11,960.00 Workstyle Remote Benefits 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 Equal Opportunity & Diversity Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Company Culture & Values 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. Guiding Behaviors 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 People-First Culture 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. Additional Information 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. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.