What to expect on day one

We’re glad you’re here! If you have any questions about settling in as a new associate at Raymond James, you’ll find answers and resources below to help you get off to a strong start.

  • Workday is a self-service tool that lets you manage your personal and professional information. During you’re first week of employment you’ll be able to:

    • Enroll in your benefits
    • Fill out your tax documents
    • Set up direct deposit

  • This session is full of engaging activities introducing you to our history, values, culture, structure, benefits, policies and the opportunities that await you. You will receive an invite via email to attend this live virtual session.

  • Learn how we put our clients at the center of everything we do. This elearning module highlights and personalizes “moments of truth” that demonstrate the desired values, mindsets, and behaviors for Raymond James service.

  • After joining Raymond James, you’ll receive an email prompting you to access the Outside Business Activity portal. The portal enables you to disclose activities such as any control positions, private investments and investment-related or other business activities that are outside the scope of your relationship with the firm.

  • If you have additional questions about benefits, please contact:

    Health & Wellness
    HealthandWellnessServices@raymondjames.com
    727.567.5515

    If you experience any technology-related issues, please contact:

    Technology Service Center (TSC)
    877.847.5435
    Hours:
    • Monday – Friday: 6:30am – 9:00pm ET
    • Saturday – Sunday: 8:00am – 8:00pm ET

If you have any questions or need additional guidance, be sure to reach out to your manager.

2024 Year in Review

J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James Financial, Inc. All rights reserved.


Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc.

Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc.

Raymond James & Associates Statement of Financial Condition - September 2025 (PDF)