Marketing & Client Engagement Associate

Marketing & Client Engagement Associate Orlando, FL Job Details Permanent | Full-time $50,000 - $70,000 a year 1 day ago Benefits Paid time off Retirement plan Qualifications LinkedIn Website maintenance Email marketing Website management Wealth management Event coordination Lead generation Marketing management Marketing strategy development Content creation Social media content creation Brand messaging Demand generation marketing Prospecting Content scheduling Financial services Facebook CRM system proficiency Appointment scheduling 1 year Data analytics tools Instagram Entry level

Full Job Description Job Summary:

We are seeking a motivated and detail-oriented Marketing & Client Engagement Associate to support a growing financial advisory practice. This role is ideal for someone who is organized, creative, and passionate about helping build a strong brand and client community, particularly within the affluent market segment.

Key Responsibilities:

Social Media Management:

Create, schedule, and manage content across platforms (e.g., LinkedIn, Facebook, Instagram) to enhance visibility and credibility.

Lead Generation:

Develop and implement digital and grassroots marketing strategies to attract qualified leads within an affluent demographic.

Client Events:

Plan and execute client appreciation and prospecting events that strengthen relationships and build referrals.

Website Management:

Maintain and update website content to reflect current services, insights, and events.

Scheduling & Coordination:

Assist with appointment scheduling, client communications, and maintaining an organized calendar.

CRM & Marketing Tools:

Utilize CRM systems, email marketing tools, and data analytics to track engagement and refine outreach strategies.

Brand Support:

Ensure consistent branding and messaging across all client touchpoints.

Qualifications:

At least 1 year of Wealth Management firm experience required

Job Types:

Full-time, Permanent Pay:

$50,000.00 - $70,000.00 per year

Benefits:

Paid time off Retirement plan

Experience:

Wealth Management Firm:

1 year (Required)

Work Location:

In person