Raymond James · 3 days ago
Practice Marketing Associate- Tampa, FL
Tampa, FL
Full-time
Onsite
Entry Level
1+ years expRaymond James is a financial services firm seeking a Practice Marketing Associate to assist financial advisors with marketing efforts. The role involves processing mass mailings, coordinating seminars, and maintaining client relationships through various administrative tasks.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Qualification
Required
High School Diploma or equivalent and one year's related work experience preferred
General Experience - 4 to 6 months
Preferred
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase