Part-time Practice Marketing Associate-anniston, Al

Willenborg Wealth Management

Anniston, AL, US
Base salary or wages; + compensation (cash or equi...
Mass mailing processing
Client seminar coordination
Appointment scheduling
The role involves assisting financial advisors with marketing efforts including processing mass mailings and coordinating seminars

Job Summary

  • The role involves assisting financial advisors with marketing efforts including processing mass mailings and coordinating seminars.
  • Employees are expected to contact prospective and existing clients to offer services, invite them to events, and maintain lead lists.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

The role involves assisting financial advisors with marketing efforts including processing mass mailings and coordinating seminars.

Salary

Base salary or wages; Additional compensation (cash or equity), discretionary bonuses, or commissions may be included; Benefits package eligible

Skills & Requirements

Must-have

  • mass mailing processing
  • client seminar coordination
  • appointment scheduling
  • lead list maintenance
  • CRM system updates

Nice-to-have

  • strong communication skills
  • administrative experience
  • client-first mindset
  • team collaboration
  • professional growth orientation

Key Requirements

  • High School Diploma or equivalent
  • One year related work experience preferred
  • Bachelor's degree in Accounting, Business Administration, or Finance preferred
  • 4 to 6 months general experience

Work Rights

Not specified

Tailored Resume

Cover Letter