Boca Raton, Florida, Adelson Group is looking to hire a Marketing Specialist to develop and implement marketing strategies for our practice. This is a great opportunity to join and work for one of the top growing financial planning practices, and work as a team member of an independent advisory team of Ameriprise Financial. Responsibilities Marketing Develop and implement a strategic marketing plan to assist in growth of our practice Client communication and engagement Establish a referable experience and marketing foundation Grow awareness and drive engagement Create seminars and events Coordinate all aspects of marketing events Sourcing venue, creating invitations, managing events, RSVP’s, marketing compliance, post event follow-up Content management for advisor and team websites Social media management – Facebook and LinkedIn Content development Manage the client online experience Referrals and networking Local advertising and media relations Operations Client advocate providing exceptional client service and a referable experience for a high level of client satisfaction. Communicate in an open, helpful, and engaging tone and focus on finding the right solution to address questions and resolve issues Maintain consistent and regular client contact to grow and deepen existing client relationships Provide general administrative duties such as answering advisor’s telephones, preparing client correspondence, set up of client files Client service tools and materials Salesforce documentation Assisting team with additional projects Required Qualifications Education and Skills College Degree 2+ years of similar experience Proficient in Microsoft: Word, PowerPoint, Excel, outlook, TEAMS Salesforce / CRM experience a plus Key Traits of a successful Marketing Specialist Outgoing, Creative and Driven Experience working in a client service environment providing high level client service Exceptional communication skills, both verbally and written. Able to communicate with all levels within the organization. Process oriented and can work with a team Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Ability to work independently with minimal supervision Positive attitude and sincere willingness to consistently learn and grow Ability to work in a fast-paced environment Direct attention to detail and organization Ability to adhere to rules and regulations as stated and required by the advisor and Ameriprise Financial Ability to support and provide guidance for compliance within the advisor’s practice Benefits Competitive salary and incentive program Health insurance 401(k) Retirement Plan – elective deferrals and matching employer contributions Company Profit Sharing Plan Paid vacation time and company observed holidays Excellent training opportunities to increase your knowledge within the industry through our licensing reimbursement program. Professional Career Development Plan – We work with you to identify your desired career path and provide growth opportunities within our practice. Being a part of a team that truly cares for their clients and one another! Team culture and our environment is VERY important to us – honesty, integrity, excellence, supportive, communicative, collaborative, encouraging, engaging and fun! About Our Company At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Tagged as: IT, operations, sales


Job Overview
The VERIFIED™ Group of Companies uses cookies to improve your experience on our website. By browsing this website, you agree to our use of same.

Sign in

Sign Up

Forgotten Password