Marketing and Client Relations Specialist

Are you looking for a long-term, stable position with excellent opportunities for career growth? Do you have a passion for providing a superior level of service and exceptional attention to detail?

We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management industry!

The Marketing and Client Relations Specialist is responsible for maintaining the Peters Financial brand, managing our marketing relationships, and creating a boutique concierge experience for our clients.

What we provide:

• Salaried position.
• Competitive pay, Health Insurance, 401k, and Profit Sharing, Paid Time Off, Maternity Leave.
• Friendly and energetic environment. Excellent work-life balance.
• Long-term career with opportunities for advancement through firm-provided industry education.
• Bonuses are paid based on performance and longevity.

Skills & Qualifications

• Bachelor’s or Associate's degree required.
• Minimum 2 years of experience in Marketing and social media.
• Experience in the financial services industry preferred (not required).
• Willingness to learn the fundamentals of the Investment Industry, Securities, and Insurance.
• Professional self-starter, excellent attention to detail, excellent verbal & grammatical skills.
• Proficiency with Microsoft Outlook, Adobe, Canva & CRM software.

Operational Responsibilities:

• Serve as the first point of contact for the company and greet clients that come into the office.
• Answer multi-line phone with a friendly and professional tone, directing callers to the appropriate personnel.
• Excellent calendar management skills.
• Schedule and prepare documents for client review meetings.
• Handle all incoming and outgoing client correspondence.
• Maintain an organized and efficient filing system.
• Provide outstanding client service while demonstrating excellent problem-solving skills.
• Practice active listening and rapport building to gain a thorough understanding of client needs while documenting client meeting conversations into the Client Relationship Management (CRM) platform.
• Assist advisors with other projects as needed.
• Occasionally run and deliver paperwork to clients (mileage covered).
• Ordering and stocking office supplies.

Marketing Responsibilities:

• Manage/create content for all social media platforms (Facebook, LinkedIn & Instagram).
• Monthly reporting to track progress and trends across social media platforms.
• Manage the company website and Google Business Page.
• Assist supervisor with event planning and execution (client appreciation events, seminars, etc.).
• Run monthly mailing/email campaigns.
• Responsible for all advertising/sponsorship opportunities – this includes updating ads with current partners and researching new opportunities.
• Ordering and stocking marketing/promotional materials.
• Attend bi-weekly meetings with our marketing partners to ensure we are on track with current goals and discuss new ideas/opportunities to improve/expand our marketing efforts.