Practice Marketing Associate (Fort Worth, TX)
Raymond James, Fort Worth, TX, United States
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.
Responsibilities
Assists with processing mass mailings.
Contacts prospective and existing clients to offer services or invite them to seminars.
Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
Coordinates seminars including scheduling, room set‑up, menu planning, audio visual aids, and marketing materials.
Sets up and confirms appointments.
Obtains and maintains “leads” lists.
Updates client relationship management system.
Performs a variety of administrative functions, including data entry.
Performs other duties and responsibilities as assigned.
Education / Experience Requirements High School Diploma or equivalent and one year’s related work experience preferred.
Licenses None
Education Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience General Experience - 4 to 6 months
Certifications None
Travel Less than 25%
Workstyle Resident
Compensation and Benefits 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.
Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Responsibilities
Assists with processing mass mailings.
Contacts prospective and existing clients to offer services or invite them to seminars.
Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
Coordinates seminars including scheduling, room set‑up, menu planning, audio visual aids, and marketing materials.
Sets up and confirms appointments.
Obtains and maintains “leads” lists.
Updates client relationship management system.
Performs a variety of administrative functions, including data entry.
Performs other duties and responsibilities as assigned.
Education / Experience Requirements High School Diploma or equivalent and one year’s related work experience preferred.
Licenses None
Education Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience General Experience - 4 to 6 months
Certifications None
Travel Less than 25%
Workstyle Resident
Compensation and Benefits 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.
Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr