Responsibilities

• Plan and execute client events, educational workshops and seminars
• Develop and implement engaging and innovative content for firm’s website, email campaigns, newsletters, and social media platforms (Facebook, LinkedIn, and Google)
• Manage marketing campaigns that drive engagement and growth
• Create and maintain all marketing materials including brochures, handouts, signage, presentations, and digital assets
• Monitor the performance of all lead funnels to gauge performance and ROI and make recommendations on how to improve marketing programs
• Contact prospective clients from marketing campaigns and lead database
• Schedule qualified prospects for consultations with financial advisors
• Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
• Follow up with TV, seminar, and digital leads in a timely manner
• Coordinate vendors, venues, timelines, and logistics

Requirements

• 2+ years’ experience in a marketing role
• Demonstrates strong proficiency and confidence working with technology platforms—especially Microsoft Office, CRM (Redtail), Canva, Snappy Kraken, and ChatGPT
• Strong ability to execute online and offline marketing campaigns and a sharp eye for detail
• High degree of creativity, strong work ethic, and the ability to work at a fast pace
• Demonstrates exceptional project management and organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
• Skilled in building strong, trust-based relationships with clients
• Comfortable making outbound calls
• Collaborative team player and independent self-starter
• High energy, positive attitude, and ability to accept and apply direction

Preferred

• Previous experience in the financial industry is a plus!

Benefits

• PTO
• Sick leave
• Health insurance (50% employer paid)
• Dental insurance
• Vision insurance
• Telemedicine
• Pet insurance
• Long term disability (100% employer paid)
• Life insurance
• Disability and accident insurance