Marketing Assistant for Client Engagements and Events
staffish - Jacksonville
Work at staffish
Overview
- View job
Overview
Staffish has partnered up with a reputable and growing financial firm to help them find the perfect candidate to engage directly with their clients!
Our client, Revision Wealth Management, is a mission-driven, client-first financial firm that helps protect and grow the wealth of high-achieving families with customized tax-smart strategies and a protective planning lens. We’re growing fast and looking for someone who thrives in a high-energy, people-facing role.
The Role
We’re seeking a Marketing Assistant who is outgoing, persuasive, and passionate about helping people take action on their financial goals. Your job will be to engage warm prospects, follow up with leads, and fill the calendar for our advisors through strategic appointment setting and event outreach.
This is not a behind-the-scenes job. You’ll be on the phone, face-to-face with prospects at the office, and helping drive attendance at our signature events.
Key Responsibilities
• Outbound call campaigns to re-engage prospects, follow up after events, or confirm interest in scheduled meetings
• Fill seats for in-office and virtual client events by calling and texting registrants
• Appointment setting for advisory team with qualified leads
• Follow-up via email, text, and phone to drive attendance and conversions
• Maintain accurate lead tracking through our CRM
• Support marketing team with collateral coordination and event setup
You Are
• A confident communicator who is energized by speaking with people
• Highly organized and self-motivated
• Able to handle objections and move conversations forward
• Not afraid to pick up the phone and have real conversations
• Reliable, professional, and mission-aligned
Bonus Points If You Have
• Experience in financial services, call center work, or appointment setting
• CRM experience (e.g., Salesforce, HubSpot)
• Event support or client-facing hospitality background
Why Join Us
• Competitive pay with growth opportunities
• Work directly with a purpose-driven leadership team
• Be part of a firm that prioritizes families, professionals, and legacy-focused wealth creators
+ A collaborative and empowering team culture
Equal Opportunity Statement
Revision Wealth Management is committed to fostering a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.