Advisor Marketing Specialist

Wealth Enhancement · Remote: United States

Salary: $68,000 - $80,000 a year

Full time Remote Marketing Posted 3 hours ago

Skills this job asks for

Project management Excel Canva CRM Salesforce Wealth management Financial planning Investment management Event coordination Marketing strategy

About the role

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that…

You will work closely with a small, friendly team and take on more as you settle in. Most days start with a short catch-up, then plenty of time for the work itself.

What you will do

• Look after the day-to-day running of your area
• Work with the people around you to plan the week ahead
• Share what you learn and help newer members of the team
• Keep things tidy, on time and to a high standard

About you

You care about doing good work, you are happy to ask questions, and you like being part of a team that looks out for each other.

What you get

Fair pay, time to learn, flexible hours where the work allows, and people who will be glad you joined.

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Advisor Marketing Specialist

Skills this job asks for

About the role

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