Marketing Specialist
Company: Disability Solutions
Location: Boca Raton
Posted on: March 20, 2023
Job Description:
Job DescriptionAdelson 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.ResponsibilitiesMarketing
- 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 relationsOperations
- 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
- College Degree
- 2+ years of similar experience
- Proficient in Microsoft: Word, PowerPoint, Excel, outlook,
TEAMS
- Salesforce / CRM experience a plusKey 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 practiceBenefits
- 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 CompanyAt
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.Adelson Group is an independent financial advisory team and
a private wealth advisory practice of Ameriprise Financial
Services, LLC. We are one of the top growing financial planning
practices, and one of the top teams in the company. The president
has been named a Forbes Best-in-State Wealth Advisor for 2021 &
2022, and Forbes Top Next Generation Wealth Advisor for 2018
through 2022 awarded to advisors who provide clients with a
high-quality experience and lead the way in the industry. With 10
advisors who care for their staff and their clients, we use
outstanding client service and personalized, comprehensive
financial advice, to work with our clients passionately to help
them plan to achieve their goals so they can experience more
confidence now and throughout retirement.
Keywords: Disability Solutions, Boca Raton , Marketing Specialist, Advertising , Boca Raton, Florida
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