Digital Marketing Professional for Wealth Management Practice

Raymond James

Miami (FL)

On-site

USD 50,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Health benefits
401(k) match
Paid time off
Paid sick leave
FSA or HSA plans
Life insurance
Medical insurance
Dental plan
Vision plan

Job summary

AGS Wealth Management Group of Raymond James is looking for a Digital Marketing Professional to lead and execute our digital initiatives. The role focuses on elevating our online presence, driving client engagement, and supporting advisor growth through data-driven marketing strategies.

The role requires hands-on experience with social platforms, SEO, email campaigns, and advertising across Google and LinkedIn. The first 3 months are in-office to ensure alignment with the team and brand.

Qualifications

  • Experience in digital marketing, preferably in financial services or wealth management.
  • Strong understanding of SEO, email marketing, and social media strategy.
  • Experience with CRM systems and marketing automation tools.

Responsibilities

  • Develop and execute a comprehensive digital marketing strategy aligned with business growth objectives.
  • Manage and optimize website performance, SEO, and user experience.
  • Lead content strategy across email campaigns, social media, and thought leadership platforms.
  • Oversee digital advertising campaigns (Google Ads, LinkedIn, etc.) with a focus on ROI.
  • Analyze performance metrics and provide actionable insights to improve campaign effectiveness.
  • Collaborate with advisors to support personal branding and client acquisition efforts.
  • Ensure all marketing efforts comply with Raymond James and FINRA/SEC regulations.
  • Manage external vendors, designers, and marketing tools as needed.

Skills

Digital marketing
Content strategy
SEO
Email marketing
Analytics
CRM
Marketing automation

Tools

Canva
CapCut
Google Ads
LinkedIn Ads

Job description

Basic information
  • Job Title: Digital Marketing Professional (Leadership Role)
  • Location: Hallandale Beach, FL (In-Office Required – First 3 Months, remote afterwards)
  • Company: AGS Wealth Management Group of Raymond James
  • Employment Type: Full-Time, Paid Position

Website: https://www.raymondjames.com/agswealth/

*please provide a picture and LinkedIn

*candidate will be required to take the SIE Exam. The Securities Industry Essentials (SIE) Exam is an intro level exam which assess knowledge of a candidate's basic securities industry information. Usually takes only several weeks to prepare and pass with a passing score of 70%. Everyone on team, in every role, has taken and passed the entry level SIE Exam.

https://www.finra.org/registration-exams-ce/qualification-exams/securities-industry-essentials-exam

About Us

AGS Wealth Management Group of Raymond James is a $2.5 billion wealth management practice dedicated to delivering sophisticated financial planning and investment solutions to high-net-worth individuals, families, and institutions. As part of Raymond James, we combine the strength of a nationally recognized firm with the personalized service of an independent practice.

Position Overview

We are seeking a highly skilled and strategic Digital Marketing Professional to lead and execute our digital marketing initiatives. This individual will be responsible for elevating our online presence, driving client engagement, and supporting advisor growth through innovative, data-driven marketing strategies.

We use all social media platforms and must be familair with software like canva and cap-cut, etc for video shooting and editing.

This is an in-office role for the first 3 months (possibly some remote afterwards) to ensure strong collaboration, onboarding, and alignment with our team and brand.

We prefer in office.

Key Responsibilities
  • Develop and execute a comprehensive digital marketing strategy aligned with business growth objectives
  • Manage and optimize website performance, SEO, and user experience
  • Lead content strategy across email campaigns, social media, and thought leadership platforms
  • Oversee digital advertising campaigns (Google Ads, LinkedIn, etc.) with a focus on ROI
  • Analyze performance metrics and provide actionable insights to improve campaign effectiveness
  • Collaborate with advisors to support personal branding and client acquisition efforts
  • Ensure all marketing efforts comply with Raymond James and FINRA/SEC regulations
  • Manage external vendors, designers, and marketing tools as needed
Qualifications
  • Experience in digital marketing, social media, preferably in financial services or wealth management
  • Strong understanding of SEO, email marketing, and social media strategy
  • Experience with CRM systems and marketing automation tools
  • Data-driven mindset with strong analytical and reporting skills
  • Excellent communication and project management abilities
  • Familiarity with compliance requirements in financial services is a plus
What We Offer
  • Competitive compensation package
  • Opportunity to work with a high-performing, growing wealth management team
  • Access to the resources and brand strength of Raymond James
  • Collaborative, professional, and entrepreneurial environment
Compensation and benefits

$50,000–60,000 USD per year base salary with quarterly bonuses

Once we recover certain base costs, as particpant's marketing efforts help us attractive new clients, particpant will gain bonuses in an ongoing basis

Quarterly and year ended Bonus

MedicalVisionDentalPaid sick leavePaid time off401(k) matchFSA or HSA plansLife insurance

AGS Wealth Management Group of Raymond James is an equal opportunity employer committed to creating an inclusive environment for all employees.

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