Marketing Coordinator
Our established financial service firm, Drake & Associates, in Waukesha, WI is seeking an ideal candidate that will be able to demonstrate superb marketing and analytical skills; someone who can plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities. This individual will execute email marketing, lead nurturing, direct mail, coordinate speaking engagements, and other marketing activities. The ideal candidate will have a strong work ethic, attention to detail, and enjoy working on multiple projects simultaneously. If you are looking for an opportunity to make a difference within the office, please apply today!
Key Traits:
- Strong initiative
- The desire to work long-term in the financial industry
- Strong ability to execute online and offline marketing campaigns and a keen eye for
- detail
- Experience with Salesforce and Active Campaign is preferred but not required
- Excellent communication; verbal and written
- Proven ability to work independently and complete assigned tasks on schedule
Minimum Requirements:
- College degree preferred
- 2 – 3+ years of experience in a marketing/sales role
- Ability to learn new software quickly
- Experience with Salesforce and Active Campaign is preferred but not required
- Strong graphic design skills, familiarity with Canva and Photoshop
- Excellent communication skills; both verbal and written
- Proficient with Google Suite, Google Analytics, Google AdWords, Meta Business Suite, and WordPress
- Industry knowledge/experience preferred
Position Responsibilities:
- Strong ability to execute online and offline marketing campaigns and a keen eye for
- detail
- Accomplish assigned tasks within established deadlines and in an accurate manner
- Assist with the coordination of workshops and client events
- Deliver accurate and timely reports on campaign performance and leads
- Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve
- campaign objectives
Salary
$60,000 – $70,000
Money for Nothing
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the 3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network.
It’s the same health insurance that Tony has for himself.
We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.
Hungry?
Free coffee, tea, sodas, water, and hot cocoa — all on-site
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer
Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get your CPA license? Let’s do it.
How Do I Get There?
Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd
Let’s have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Paid-for Annual Trips
Company hits our goals, let’s all travel together!
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. We are not a staffing firm but together have built a reputable and continuously expanding business model that 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!
