Responsibilities

• Create and publish content across social media platforms, including LinkedIn, Facebook, and Instagram
• Assist in writing and preparing client newsletters, blog posts, and email communications
• Create graphics and visual content using tools such as Canva
• Support the production and posting of video and podcast content
• Update website content, including articles, announcements, and advisor updates
• Monitor website and social media engagement and activity
• Assist with marketing and communications related to client events, webinars, and seminars
• Help coordinate invitations, reminders, and follow-up communications
• Coordinate client appreciation and recognition efforts, including milestone and birthday outreach, client gifts, and timely thank-you communications for client referrals and introductions
• Maintain organized marketing materials and content calendars

Requirements

• A bachelor’s degree in marketing or communications, or a relevant degree
• Minimum of 3 years of marketing experience preferred
• Experience in financial services or professional services is a plus
• Strong writing, editing, and communication skills
• Experience with Canva, social media platforms, and Microsoft Office tools
• Highly organized and detail-oriented with strong follow-through
• Creative
• Demonstrates personal integrity, honesty, and ability to deal with confidential information
• Excellent time management, can prioritize multiple tasks, and meet deadlines
• Professional, dependable, and collaborative
• Comfortable working within compliance and documentation processes

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses