Full time We do not regularly review resumes or applications submitted via Indeed. Applications that do not follow these instructions will not be considered. Firm Summary Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to distrusting the financial industry with a focus on reducing fees and improving portfolio performance for investors. One Day In July provides investment management and fiduciary advice, generally focused on index funds, to clients across the United States. Our growth has been rapid, and we are expanding our marketing team to support our new office location in St. Petersburg, Florida. Click here to read about our firm's culture and priorities. Job Description As a Graphic Designer and Marketer at One Day In July, you will work with the in-house marketing team to create and execute marketing campaigns. You will work across multiple marketing channels including print, digital, social media, and TV to help establish One Day In July's presence in the area. In addition, this role will coordinate and advertise small scale events for the St. Petersburg office. The ideal candidate for this position is a skilled graphic designer, and a master of the Adobe Suite - particularly Illustrator and InDesign. Utilize various Adobe apps to expertly execute graphics that are in line with One Day In July's brand. Identify local marketing opportunities to promote the St. Petersburg office. Work with local vendors to schedule and purchase marketing campaigns in the region. Create content for marketing campaigns. Work with the local St. Petersburg advisor team to plan, execute, and promote events on a regular basis. Work closely with the One Day In July compliance team to ensure all advertising and promotional materials follow the SEC marketing rules. Pay close attention to recordkeeping, ensuring all assets are kept organized in the firm's recordkeeping system. Analyze results of marketing campaigns and events in the St. Petersburg region.
A strong candidate will:
Be a master of the Adobe Creative Suite, especially Illustrator and InDesign. Possess excellent design skills and have the ability to be creative while staying on brand. Be comfortable operating somewhat independently, with remote supervision. You will be in regular contact with the marketing director and will work closely with the internal marketing team at One Day In July.
Have excellent computer skills:
Excel, Word, Gmail, web browsers. Familiarity with Mac computers is a plus. Be able to take initiative and make decisions that align with the firm's goals. Be experienced using digital ad platforms including Google Ads, Instagram, and Facebook. Possess basic photography and photo editing skills. Video creation and editing skills are a plus. Why Work at One Day In July? Work in a fast-paced work environment where your ideas come to life quickly and their impact can have a real impact on the growth of the company. Enjoy a high level of autonomy as you help One Day In July establish its presence in a new region. Join an established but rapidly growing firm. Enjoy a low-meeting culture. Work in a beautiful office in downtown St Petersburg. Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients' best interest. (Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.1) Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.2 Salary $65,000 - $75,000 commensurate with experience.
Hours / Location
This job is full time. This job is primarily in-person in Saint Petersburg, FL. Benefits 401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you'll learn if you work here)! Available after meeting eligibility requirements. 401k match. Available after meeting eligibility requirements. An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don't treat them that way. Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm's founder to disconnect from work on your vacation days. Remote work flexibility. Available after completing initial onboarding period. Health care plan. To Apply Please send the following to Jenny O'Brien at careers@onedayinjuly.com. A resume in PDF format. A cover letter in PDF format. In your cover letter, let us know what is unique about you that we should know. Additionally in your cover letter, include at least one paragraph explaining what makes you stand out from other applicants, in context of this specific job. We are looking for previous demonstrations of excellence and commitment, and the more granularity you can provide, the better. Your design portfolio. The Job ID at the top of this posting should start the subject line of your email. We respond to all diligent applicants. We keep all applications private. One Day In July LLC is an equal opportunity employer. 1. "
FINRA 2024
Industry Snapshot" FINRA, Dec 13, 2024 2.
Source:
The Kitces Report, "2024 Financial Planner Productivity Study" Retrieved 10 May 2025. The statement applies to clients with at least $150,000 in assets under management. Clients with lower assets under management are subject to a minimum annual advisory fee that may not be lower than that of our competitors'.