Wealth Management: BD & Marketing Operations Coordinator

A boutique wealth advisory firm in Jacksonville, FL is seeking a highly organized Business Development & Marketing Operations Coordinator. This role focuses on enhancing CPA referral relationships and managing CRM-driven campaigns. Ideal candidates should have 2+ years of experience in marketing or business development, strong written communication skills, and proficiency with Microsoft Office and CRM tools. This position offers a salary of $50,000 – $70,000, full benefits, and requires on-site presence. #J-18808-Ljbffr