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Practice Marketing Associate (Hallandale Beach, FL)

Raymond James
Posted 9 days ago, valid for 19 days
Location

Hallandale Beach, FL, US

Salary

Competitive

Contract type

Full Time

Paid Time Off
Life Insurance

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Sonic Summary

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  • The position involves assisting financial advisors with marketing efforts under direct supervision, requiring a high school diploma and one year of related work experience preferred.
  • Responsibilities include processing mass mailings, contacting clients, coordinating seminars, and performing various administrative tasks.
  • The role requires general experience ranging from 0 to 3 months, with no specific licenses needed.
  • The total compensation for this position includes a base salary, with potential bonuses and benefits such as medical, dental, and retirement savings.
  • Raymond James values a people-first culture and emphasizes professional growth, collaboration, and accountability among its associates.

Job Description Summary

Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks.

Job Description

Responsibilities

  • Assists with processing massmailings.
  • Contactsprospectiveandexistingclientstoofferservicesorinvitethemtoseminars.
  • Sendsprospectiveandexistingclientsintroductoryletters,marketingmaterials,thankyou letters, requests forreferrals, etc.
  • Coordinatesseminarsincludingscheduling,roomset-up,menuplanning,audiovisualaids,and marketingmaterials.
  • Setsupandconfirmsappointments.
  • Obtainsandmaintains“leads”lists.
  • Updates client relationship managementsystem.
  • Performs a variety of administrative functions, including dataentry.
  • Performsotherdutiesandresponsibilitiesasassigned.

Education/Experience Requirements

  • High School Diploma or equivalent and one year’s related work experience preferred.

Licenses

  • None

Education

High School (HS) (Required)

Work Experience

General Experience - 0 to 3 months

Certifications

Travel

Less than 25%

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. 

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By applying, a Raymond James account will be created for you. Raymond James's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.