Responsibilities

• Brand representation and client experience excellence across all professional interactions and marketing materials
• Coordinate and refresh marketing content and client-facing documents to ensure consistency
• Manage social media posts, ads, Snappy Kraken, and AE Digital coordination
• Oversee ActiveCampaign automation touches to prospective and existing clients
• Maintain Wealthbox CRM lead list and share updates during weekly Pipeline meetings
• Refresh website and related offerings to stay current
• Support business development and lead generation efforts
• Ensure compliance approval with the CCO before outgoing communications
• Plan and execute events from marketing to on-site coordination and follow-up
• Handle general admin tasks and weekly project updates with the President
• Manage email, calls, and correspondence with timely follow-through
• Maintain organized filing and documentation systems
• Distribute the quarterly Client Newsletter across email, website, and social
• All other duties as assigned — but most of all, BE AWESOME

Requirements

• 1–3 years of experience in marketing and/or event planning
• Detail-oriented with strong organizational skills
• Excellent time management skills
• Comfortable with various forms of technology and digital platforms
• Strong written, verbal, and follow-through skills

Preferred

• High-touch communication
• Audience psychology
• Brand storytelling
• Event strategy + execution
• Experience design
• Relationship building
• Operational thinking (you can’t wow people without systems)
• Graceful objection handling (turning hesitation into clarity, confidence, and “yes, let’s do this”)

Benefits

• Salaried position $48,000 - $55,000
• 401(k) matching
• PTO
• Company-paid life insurance
• Dental insurance
• Vision insurance
• Disability insurance