Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
November 19
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
• Accelerate our firm’s growth by providing execution leadership and support on marketing and sales strategies • Help drive our advisor teams to achieve their growth goals • Multifunctional position for a relationship driven, creative, and proactive individual • Plan and implement both email and social campaigns • Coach teams through enhancing their client experience • Expose opportunities to take their marketing to the next level
• BA/BS degree in Marketing, Communications or related field • Minimum of 3 years of marketing or sales enablement experience required • Financial services marketing experience is beneficial, but not required • Good working knowledge of Word, Excel, Outlook, and PowerPoint • Able to function in Wistia, Wrike, Canva and FMG Suite a plus • Technical aptitude: Ability to learn new applications and technologies quickly • Proficiency in working with CRM systems required, Salesforce a plus • Excellent written and oral communications skills
• Training and professional development • Medical, dental and vision coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care and transit spending accounts • Wellness programs and resources • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability – employer paid • Employee assistance plan • Accident and critical illness • Pet insurance • Identity theft • Paid Time Off • 12 paid holidays each year • Paid parental leave and paid caregiver leave • Tuition reimbursement
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