Practice Marketing Associate; Weston, 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.

• 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.

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

• None

• Bachelor’s:
  Accounting
• Bachelor’s:
  Business Administration
• Bachelor’s:
  Finance

General Experience - 4 to 6 months

No certifications listed.

Less than 25%

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