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Who we are: A woman-owned financial advising and planning practice, offering a holistic financial approach creating custom financial plans for clients while becoming one of the most predominant and trusted advisors in the community.
The Founder is the number 1 female financial advisor five years and under at her broker dealer and is in growth mode, looking to triple her book of business in two years.
We are looking for a marketing strategist to promote events and increase turnout for in-person and online events, thus boosting the firms visibility!
The Founder is the number 1 female financial advisor five years and under at her broker dealer and is in growth mode, looking to triple her book of business in two years.
We are looking for a marketing strategist to promote events and increase turnout for in-person and online events, thus boosting the firms visibility!
What You’ll Do:
Work on promotion of events
Generate ideas of high impact on event promotions plan/themes and solicit feedback from stakeholders on content/medium used
Coordination of specific marketing content with compliance team
Contribute ideas and campaigns of high impact/complexity to the annual marketing plan/strategy
Gather advanced intelligence and examples of effective events/promotions used by other advisors
Event follow up with attendees
Other Sales, Strategy, and Solutions projects as assigned
Create and follow event documents; planning checklist, marketing materials, event timeline.
Identify and escalate issues in advance of deadlines.
Manage budgets for events and calculating ROI
Lead efforts to create registration website and posts. Lead efforts to create email promotional campaigns, and manage registration reporting.
Experience needed:
3-5 years, previous promoter/event/trade association planning experience
Excellent written and verbal communicator
Versatile, ability to multi-task, prioritize and pivot
High attention to detail, deadline driven
Microsoft Office experience
Meta Business Suite experience
Values integrity, accountability, and trust
Hours and Location:
This is an ad hoc position as we are looking for a contractor to hire for specific projects as they arise throughout the year. Each project estimating between 5-10 hours.
