Advisor Employee Services
Marketing Associate - St. Louis, MO
Advisor Employee Services, Saint Louis, Missouri, United States, 63146
Marketing Associate - St. Louis, MO
role at
Advisor Talent Solutions
Are you a creative, results-driven, organized individual with a desire to engage in multiple aspects of marketing and customer service while communicating with clients and prospects daily? We are seeking a Marketing Associate whose job is to grow a sales pipeline and assist in the customer experience of current clients by implementing a comprehensive marketing strategy and setting appointments for our Financial Advisors in
St. Louis, MO . The successful candidate will demonstrate superb marketing skills, including event planning and lead engagement and conversion. We are looking for an individual who can plan, execute, and iterate campaigns, content, and events to drive engagement and quality leads, and also enhance the experience of our existing clients. A sharp phone presence with excellent listening skills, and the ability to build rapport with prospects and clients are a must. We’re looking for a go-getter who is great at asking in-depth questions and getting our prospects engaged!
This individual will execute email marketing, lead nurturing, direct mail, telemarketing, coordinate speaking engagements, plan and execute client events, and be responsible for accurate data entry into our CRM.
Key traits:
Highly personable
Excellent communicator
Ability to plan and execute events ranging from 30 to 300 people
Ability to motivate prospects to set and keep appointments
Remarkable organizational skills with meticulous attention to detail
Ability to prioritize tasks independently
Passionate about providing excellent customer service
Ability to speak confidently in front of a group of people
Presents self with a professional and polite manner
Ability to learn new software quickly
Minimum Requirements:
2+ years of experience in an event planning, customer service, or sales role
Basic understanding of the financial industry
Experience with MS Office Suite
Experience with Canva
Experience with YouTube preferred but not required
Strong organizational skills
Ability to motivate prospects to set and keep appointments
Experience working in a fast‑paced environment
Ability to prioritize and work with a demanding team
Attention to detail and accuracy with consistent follow-through
Position Responsibilities:
First point of contact for new prospective client engagements; determine if prospect would be a good fit for the firm, and if so, schedule a meeting with advisor
Re‑engage prospects who have dropped off; responsible for adding first appointments to Advisor calendar
Speak with confidence about the firm’s mission, philosophy, and the services we provide
Understand the target client and their overall concerns regarding retirement including market volatility, inflation, required minimum distributions, etc.
Plan, execute and attend dinner seminars, including mailer content and logistics, attendee management, CRM entry and follow up, and public speaking role
Plan, execute and attend various client events throughout the year including handling invitation design, venue communications, vendor relationships, RSVP tracking, décor planning, and facility layout
Assist Marketing Director with Annual Marketing Calendar; Assist Wheelhouse Team with a variety of marketing or administrative tasks
Work with the advising team to produce monthly emails to be sent to clients
Assist in creating, recording, and editing videos as needed for the firm and for YouTube
Maintain content and videos for office foyers
Create and execute campaigns utilizing physical mail for our DRIP list
Manage various prospect funnels, including monitoring, data entry, and lead follow‑up
Communicate with local TV station for weekly TV show airing information
Data entry of new prospective clients into CRM
Salary:
$50,000 - $60,000
Benefits:
Health insurance
PTO
Simple IRA
Discretionary bonus
Hours:
9 am – 5 pm Monday – Friday
Presented by Advisor Employee Services. Thank you for your interest in the Marketing Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, 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 https://aesplacement.com/. 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!
#J-18808-Ljbffr
role at
Advisor Talent Solutions
Are you a creative, results-driven, organized individual with a desire to engage in multiple aspects of marketing and customer service while communicating with clients and prospects daily? We are seeking a Marketing Associate whose job is to grow a sales pipeline and assist in the customer experience of current clients by implementing a comprehensive marketing strategy and setting appointments for our Financial Advisors in
St. Louis, MO . The successful candidate will demonstrate superb marketing skills, including event planning and lead engagement and conversion. We are looking for an individual who can plan, execute, and iterate campaigns, content, and events to drive engagement and quality leads, and also enhance the experience of our existing clients. A sharp phone presence with excellent listening skills, and the ability to build rapport with prospects and clients are a must. We’re looking for a go-getter who is great at asking in-depth questions and getting our prospects engaged!
This individual will execute email marketing, lead nurturing, direct mail, telemarketing, coordinate speaking engagements, plan and execute client events, and be responsible for accurate data entry into our CRM.
Key traits:
Highly personable
Excellent communicator
Ability to plan and execute events ranging from 30 to 300 people
Ability to motivate prospects to set and keep appointments
Remarkable organizational skills with meticulous attention to detail
Ability to prioritize tasks independently
Passionate about providing excellent customer service
Ability to speak confidently in front of a group of people
Presents self with a professional and polite manner
Ability to learn new software quickly
Minimum Requirements:
2+ years of experience in an event planning, customer service, or sales role
Basic understanding of the financial industry
Experience with MS Office Suite
Experience with Canva
Experience with YouTube preferred but not required
Strong organizational skills
Ability to motivate prospects to set and keep appointments
Experience working in a fast‑paced environment
Ability to prioritize and work with a demanding team
Attention to detail and accuracy with consistent follow-through
Position Responsibilities:
First point of contact for new prospective client engagements; determine if prospect would be a good fit for the firm, and if so, schedule a meeting with advisor
Re‑engage prospects who have dropped off; responsible for adding first appointments to Advisor calendar
Speak with confidence about the firm’s mission, philosophy, and the services we provide
Understand the target client and their overall concerns regarding retirement including market volatility, inflation, required minimum distributions, etc.
Plan, execute and attend dinner seminars, including mailer content and logistics, attendee management, CRM entry and follow up, and public speaking role
Plan, execute and attend various client events throughout the year including handling invitation design, venue communications, vendor relationships, RSVP tracking, décor planning, and facility layout
Assist Marketing Director with Annual Marketing Calendar; Assist Wheelhouse Team with a variety of marketing or administrative tasks
Work with the advising team to produce monthly emails to be sent to clients
Assist in creating, recording, and editing videos as needed for the firm and for YouTube
Maintain content and videos for office foyers
Create and execute campaigns utilizing physical mail for our DRIP list
Manage various prospect funnels, including monitoring, data entry, and lead follow‑up
Communicate with local TV station for weekly TV show airing information
Data entry of new prospective clients into CRM
Salary:
$50,000 - $60,000
Benefits:
Health insurance
PTO
Simple IRA
Discretionary bonus
Hours:
9 am – 5 pm Monday – Friday
Presented by Advisor Employee Services. Thank you for your interest in the Marketing Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, 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 https://aesplacement.com/. 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!
#J-18808-Ljbffr