Part-Time, Practice Marketing Associate-Columbia, SC

About the role

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.

Requirements

• High School Diploma or equivalent; one year’s related work experience preferred.
• Bachelor’s degree in Accounting, Business Administration, or Finance, or High School diploma (required).
• 4 to 6 months of general work experience.
• Travel less than 25%.

Benefits

This position is eligible for a benefits package that may include:

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.

Pay

The total compensation for this position includes base salary or wages and may include additional components such as cash or equity, discretionary bonuses, or commissions.

Workstyle

At Raymond James, associates use five guiding behaviors to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view:

• Develop 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.

The company honors, values, and respects the uniqueness, experiences, and backgrounds of all associates as part of its people-first culture.