Advisor Employee Services
  • Marketing
  • Solon, OH, USA
  • $32,000-$38,000
  • Base + Commission
  • Full Time

Profit Sharing, Health & Dental, Retirement Plan, PTO, Holiday

Are you a creative, motivated, strategy-driven individual who as a passion for marketing and a genuine interest in working in the financial industry? If you want to join a dynamic, fast-paced local financial planning firm in Solon, OH that offers opportunity for professional growth then contact us today! We have the tools, resources and freedom to help you build a great future while sharing your expertise!

Minimum Requirements:

• The desire to work long-term in the financial industry
• 2+ years of experience in marketing a company/product to the public
• Industry knowledge/experience
• Experience with MS Office and the ability to learn new software quickly

This position requires that you possess the following skills:
• Strong organizational skills
• Excellent communication, both written and verbal
• Ability to motivate prospects to set appointments
• Attention to detail and accuracy
• Consistent follow-through

You will need to be able to consistently fill the Advisors schedule with qualified appointments and implement various pre-determined marketing strategies. Other daily, weekly, and/or monthly tasks may include:

• Calling and scheduling with prospects
• Consistent follow-up with prospects and clients
• Marketing assistance with seminars, book projects/promotions & social media
• Track client referrals
• Input notes to database/CRM of phone calls made and appointments set
• Seminar management and event coordination to include being in attendance
• Track effectiveness of marketing strategies
• Review marketing focus with team during staff meetings
• Create monthly accountability report illustrating number of contacts made, appointments set and appointments kept

Presented by Meek Rainey, LLC
Thank you for your interest in the Marketing Coordinator position. Meek Rainey Group, LLC, a consulting firm located in Olathe, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

This position has been closed and is no longer available.
Advisor Employee Services


Who We Are Producers Applicants