Practice Marketing Associate- Sarasota, FL - BBF Wealth

    BBF Wealth
    BBF Wealth Sarasota

    1 week ago

    $40,000 - $60,000 (USD) per year
    Description

    Practice Marketing Associate- Sarasota, FL page is loaded## Practice Marketing Associate- Sarasota, FLlocations: Sarasota, Florida - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R
    Job Description SummaryUnder 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 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
    NoneEducation
    Bachelor's:


    Accounting, Bachelor's:

    Business Administration, Bachelor's: FinanceWork Experience
    General Experience - 4 to 6 monthsCertifications
    TravelLess than 25%
    WorkstyleResidentAt 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 firmAt 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.
    Thanks for your interest in working with Raymond James.

    While we might not have the perfect role for you today, we'd love to keep in stay up to date on career opportunities that may be a good fit for you.

    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 . Check it out to see why many choose to work at Raymond James – and why they stay.
    #J-18808-Ljbffr

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