Practice Marketing Associate (Saint Petersburg, FL)

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 and marketing campaigns. Contacts prospective and existing clients to offer services, promote events, invite them to seminars, and support client appreciation initiatives. Sends prospective and existing clients introductory letters, marketing materials, thank you letters, client appreciation communications, requests for referrals, and other outreach materials. Assists with social media marketing efforts, including coordinating content, promoting events, and supporting brand awareness initiatives. Coordinates seminars, client appreciation events, and marketing events, including scheduling, room set-up, menu planning, audio visual aids, and marketing materials. Supports event promotion and follow-up activities to enhance client engagement and attendance. Sets up and confirms appointments. Obtains and maintains “leads” lists. Updates client relationship management system (CRM) and tracks marketing and event-related activities. 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. Knowledge of Company’s working structure, policies, mission, and strategies. General office practices, procedures, and methods. Basic principles and practices of customer relations, marketing and communications. Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Gathering, compiling and updating information and maintaining distribution lists. Ability to Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Provide a high level of customer service.
Licenses: None
Education: Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience: General Experience - 4 to 6 months
Certifications: Travel Less than 25%
Workstyle: Resident
Compensation 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.
Benefits medical
dental
vision
life insurance
critical illness insurance
accident insurance
disability benefits
retirement savings
paid time off (including vacation, holidays, and sick leave)
parental leave
The 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.
Company Culture 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.
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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Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.
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 successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

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