Summer Internship - PCG Finance - St. Petersburg, FL

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.

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.

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 a 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 2027 internship program, you must be a junior standing candidate pursuing a bachelor's or master's degree with a graduate date of December 2027 or May 2028. 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.

The Private Client Group (PCG) is Raymond James’ largest business segment, supporting financial advisors who provide financial planning, investment advisory and securities transaction services to their clients. PCG Finance partners with leaders across the firm by delivering insightful reporting and analysis, supporting financial advisor recruiting and retention initiatives, evaluating the financial impact of strategic decisions, and executing and managing advisor compensation among other responsibilities.

The Modeling & Reporting team develops financial models, analyzes advisor and business-unit performance, and produces management reporting used throughout PCG. Interns gain exposure to multiple areas of PCG Finance through projects that may span the firm’s employee, independent contractor, financial institutions, and RIA and Custody divisions, while working with a collaborative team that values accuracy, problem-solving, continuous improvement and the practical use of technology.

The PCG Finance intern will support the Modeling & Reporting team with financial analysis, data validation, management…