In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
January 22
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
• Responsible for creating and implementing end-end marketing programs for Strategic Referral Program (SRP) • Develop and cultivate relationships with strategic partners, sponsorships, and centers of influence • Design, implement, and manage marketing programs for referral partners • Research and collaborate to create custom content consistent with value proposition • Identify, onboard, and nurture relationships with key referral partners • Manage marketing budget and external vendors • Pursue opportunities for templatized / easily adjustable assets
• Bachelor's Degree (or equivalent experience) in business or marketing • 7+ years of B2B and/or B2C marketing experience • 2+ years experience in wealth management industry • 2+ years experience in partner marketing • Track record of using a variety of marketing tactics (content marketing, events, social media, partnerships) to drive measurable increase revenue • Demonstrated success creating scalable new marketing programs from scratch • Experience using CRM systems (Salesforce preferred) • Excellent communication, presentation, listening and analytical skills • Proven time management and organizational skills in high-volume, high-energy environments • Must be able to travel domestically for at least 2-4 days per month
• Training and professional development • Medical, dental and vision coverage (Available to employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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