Responsibilities

• Representing the firm at networking events, community organizations, and local gatherings to build relationships and introduce potential clients.
• Supporting business development by identifying and introducing qualified leads to advisors, helping ensure a strong first impression and smooth handoff.
• Planning, coordinating, and supporting educational workshops, client appreciation events, and professional gatherings.
• Serving as a consistent brand ambassador, both in person and online, reflecting professionalism and cultural alignment with our client base.
• Owning and executing the firm’s marketing and communications, including social media, print and digital outreach, event promotion, and content coordination.
• Providing backup phone coverage when needed and contributing to a collaborative, team-first office environment.
• Support general administrative and office operations, managing multiple tasks and shifting priorities with accuracy and professionalism.

Requirements

• 3+ years of experience in marketing, client service, or business development.
• Strong written and verbal communication skills.
• Comfort with professional networking and public-facing roles.
• High attention to detail and polished personal presentation.
• Tech-savvy with the ability to learn CRMs and software quickly.
• Adaptable, poised, and collaborative by nature.

Preferred

Benefits

• 401(k) with matching and discretionary profit sharing.
• Paid group life, short-term, and long-term disability insurance.
• Access to voluntary benefits including dental, vision, accident, and critical illness insurance.
• Growth potential as the firm continues to expand its outreach and development efforts.