Responsibilities

• Develop and execute marketing strategies to attract high-net-worth individuals and business owners.
• Research and identify qualified prospects within the $1M–$10M investable asset range.
• Utilize digital marketing, networking, and referral channels to generate leads.
• Manage outreach campaigns via email, social media, and targeted advertising.
• Schedule and confirm meetings between prospects and the Wealth Advisor.
• Track and report on lead generation metrics and campaign performance.

Requirements

• Must be located in Federal Way, WA or greater Seattle area to be considered for this position.
• Proven experience in marketing, business development, or client acquisition (financial services experience preferred)
• Strong understanding of high-net-worth market dynamics and prospecting strategies.
• Excellent communication and interpersonal skills.
• Ability to work independently and meet performance goals.
• Familiarity with CRM systems and digital marketing tools.

Benefits

• Benefits include PTO and holiday pay.
• There are no medical benefits provided.