Financial Associate (Corporate) jobs in Florida

Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Corporate Marketing Associate
  • Dynasty Financial Partners, LLC
  • Petersburg, FL FULL_TIME
  • Description

    Dynasty Financial Partners, a leading advocate in the wealth management industry for independent financial advisors, is looking for a Marketing professional with 4-6 years of experience to join our Corporate Marketing team. Headquartered in St. Petersburg, FL, our mission is to help our network of advisors achieve their entrepreneurial dreams of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients. Learn more at Dynastyfp.com. As a member of our corporate marketing team, you will play a pivotal role in helping to drive top-of-funnel lead generation, define the prospect journey as well as nurturing those leads through a long lead cycle conversion process. The ideal candidate should possess a strategic mindset, combining market research with innovative tactics to attract and engage potential leads, while also implementing effective content and lead nurturing strategies through the development of segmented customer journey maps.


    ROLE RESPONSIBILITIES TO INCLUDE BUT ARE NOT LIMITED TO:

    • Marketing Strategy: Partner with the marketing team to create and implement marketing strategies that effectively target and attract potential leads, leveraging market research and understanding of the customer journey and segmented target audiences.
    • Lead Nurturing and Management: Implement lead nurturing strategies to maintain engagement with potential leads over time, providing relevant content and information to move them through the sales funnel towards conversion.
    • Lead Qualifying and Scoring: Develop and implement lead qualification and scoring methodologies to effectively identify and prioritize potential Marketing Qualified Leads (MQLs) and Sales Qualified Leads (SQLs) based on their engagement with content across various touchpoints within the sales funnel.
    • Content Creation: create compelling, high-quality content across diverse platforms and channels aimed at captivating and educating potential leads. This includes crafting materials for email campaigns, digital salesrooms, meetings, VIP engagements, media advertisements, landing pages, videos, webinars, and whitepapers.
    • Paid Advertising: Collaborate closely with our digital media team to oversee and optimize paid advertising campaigns across various channels. This includes social media, search engines, and programmatic campaigns aimed at targeting specific audience segments and effectively driving website traffic and lead generation.
    • Internal Marketing: Work closely with cross-functional teams (such as business development, Dynasty Connect and Investment Bank to align marketing efforts with overall business goals and ensure a seamless customer journey from lead generation to conversion.
    • Website Optimization: Optimize website content and structure for search engines to increase organic traffic and improve visibility, thus attracting more potential leads.
    • Analytics and Performance Tracking: Monitor and analyze marketing metrics and KPIs to measure the effectiveness of campaigns, identify areas for improvement, and make data-driven decisions to optimize lead generation and nurturing efforts.

    Requirements

    Successful Candidates will have:

    •  Bachelor’s degree in marketing, communications, or related field
    •  4-5 years of experience in content marketing, digital marketing, marketing agency or sales development
    •  This role is an in-office position in downtown St. Petersburg, Florida 
    •  Experience in marketing roles focused on lead generation, lead nurturing and customer journey mapping
    •  Strong understanding of digital marketing channels and tactics, including SEO, paid advertising, email marketing, social media, video, and email 
    •  Experience using marketing automation platforms to create emails/templates, forms and landing pages
    •  Proficiency in content creation and distribution across various platforms and channels.
    •  Excellent analytical skills and ability to interpret data and metrics to make informed decisions and optimize campaigns.
    •  Exceptional communication and collaboration skills, with the ability to work effectively in cross-functional teams.
    •  Creative mindset and ability to innovate and experiment with new marketing tactics and strategies.
    •  Strong project management skills and ability to manage multiple tasks and priorities effectively.
    •  Passion for staying updated on industry trends and continuously learning and improving in the field of marketing and lead generation.


    DYNASTY OVERVIEW:

    Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients.

    Now in our 14th year, Dynasty offers independent wealth management firms integrated middle and back-office solutions and differentiated services ranging from transition support, practice management, integrated technology and CRM, finance, investments and operations, marketing, compliance, practice management, M&A, and capital strategies. Dynasty has established offices in St. Petersburg (Headquarters), New York City, and Chicago. Learn more at www.dynastyfp.com.


    EQUAL EMPLOYMENT OPPORTUNITY 

    Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.


  • 1 Month Ago

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Financial Services Associate/Manager Trainee
  • Amscot Financial
  • Brooksville, FL FULL_TIME
  • We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high lev...
  • 17 Days Ago

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Financial Services Associate/Manager Trainee
  • Amscot Financial
  • Manatee, FL FULL_TIME
  • We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high lev...
  • 18 Days Ago

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Financial Services Associate/Manager Trainee
  • Amscot Financial
  • Hollywood, FL FULL_TIME
  • We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high lev...
  • 16 Days Ago

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Financial Services Associate/Manager Trainee
  • Amscot Financial
  • Beach, FL FULL_TIME
  • We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high lev...
  • 16 Days Ago

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Financial Services Associate/Manager Trainee
  • Amscot Financial
  • Clearwater, FL FULL_TIME
  • We are hiring for full-time candidates with fast food, restaurant, and retail or hospitality experience! This is a great opportunity for a career in financial services and chance to rise to a high lev...
  • 16 Days Ago

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Financial Associate
  • Wintrust Financial
  • Lake Forest, IL
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 4/26/2024 12:00:00 AM

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Finance Associate
  • LHH
  • Growing real estate client is seeking a Financial Associate for a newly created opening due to growth. Highly visible ro...
  • 4/26/2024 12:00:00 AM

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Finance Associate - Finance Business Partnership
  • ZS
  • Evanston, IL
  • : ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming glob...
  • 4/24/2024 12:00:00 AM

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Finance Associate
  • Excel Sports Management
  • New York, NY
  • Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee ...
  • 4/24/2024 12:00:00 AM

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Financial Associate
  • Wintrust Financial
  • Delafield, WI
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 4/23/2024 12:00:00 AM

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Finance Assistant
  • Nonotuck Resource Associates Inc
  • Northampton, MA
  • Finance Assistant Northampton, MA ABOUT US Nonotuck Resources Associates (www.nonotuck.com) is a community-based agency ...
  • 4/22/2024 12:00:00 AM

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Finance Associate
  • DiD Agency
  • Philadelphia, PA
  • Overview: Company Description We are an advertising agency committed to doing the right thing for our clients, employees...
  • 4/22/2024 12:00:00 AM

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FINANCE ASSISTANT MANAGER
  • Coral Triangle Initiative
  • Fayetteville, AR
  • ** FINANCE ASSISTANT MANAGER** Date: 09 June 2020 **Term of Reference** **FINANCE ASSISTANT MANAGER** The Coral Triangle...
  • 4/22/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Corporate) jobs
$88,050 to $105,269

Financial Associate (Corporate) in Altus, OK
Financial associates are commonly found in investment, treasury, finance and accounting departments and may advise corporate traders and portfolio managers.
December 08, 2019
Financial Associate (Corporate) in Columbus, OH
An individual who takes the job as a financial associate is excellent in accounting and financial information.
January 13, 2020