Profile

Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future.

We seek to hire a Marketing Coordinator, who will be responsible for supporting the development and implementation of the agency’s marketing strategy and marketing plans. This position will have primary relationships with sales managers, recruiting director, and new and inexperienced financial advisors. This position reports directly to the Marketing Manager.

Responsibilities

Advisor Marketing Support

Creates firm marketing plan around inexperienced advisors and provides strategies to implement successfully.
Develop individual marketing plans with inexperienced advisors and ensures they are consistent with firm vision.
Assists new advisors with marketing tasks during onboarding.
Coordinate, prioritize, track and complete marketing requests from new advisors.
Support new advisors with creation of compliant approved social media profiles.
Oversee the CWP Bucks Program.
Provide training on MassMutual and CWP marketing resources and tools.
Collaborate with the Recruiting Director to identify opportunities for “recruiting to markets”; attend college fairs, job fairs, and other recruiting opportunities.
Coordinates with advisors to represent the firm at networking events, sponsorship events and in the community.
Coordinates/attends all inexperienced advisor firm events; including, creating and distributing invitations, communications, and seeing the event from start to finish.

Firm Marketing Support

Produce and distribute monthly internal newsletter.
Act as a CWP brand steward, upholding standards and consistency in all projects.
Work with the marketing team on the firm’s digital presence through content creation and execution on various social media platforms.
Work with the marketing department on monitoring, updating, and enhancing the Firm’s website.
Become extremely knowledgeable in MassMutual’s marketing, digital marketing and social media services and resources.

Qualifications

Strong communication, analytical and interpersonal skills
Excellent writing, editing and proofreading skills along with strong attention to detail and follow-up.
Time-management and project management skills.
Demonstrated success and comfort in working in a fast-paced environment and ability to handle multiple projects while meeting deadlines.
Experience with social media tools (i.e., LinkedIn, Twitter, Facebook, Instagram, Hearsay)
Working knowledge of Salesforce highly desired.
Experience in or knowledge of financial services preferred.Ability to travel locally.

Experienced Needed

Bachelor’s degree in marketing, communications, advertising, business management or related field
1-3 years or professional experience within a marketing role.
Proficient in Office 365 Suite and Adobe Creative Suite.
Digital Marketing and social media experience required

Featured Benefits

Medical, Dental, Vision Insurance
401k plan
Paid Time Off
Remote Working Days
Paid Holiday

Center for Wealth Preservation, LLC

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Marketing Coordinator