Role Overview
Direct and execute all marketing and direct sales activities for a Financial Advisor team to increase client retention and revenue. Provide leadership to the team and contribute to strategic planning.
What You Will Do
Develop and execute a cohesive branding strategy, create external marketing collateral, facilitate direct calling efforts, and plan team events.
Why It Might Be a Fit
The ideal candidate will have a bachelor’s degree, strong writing and presentation skills, and experience planning client and prospect events.
Requirements
- Bachelor’s degree or equivalent education, training and work-related experience
- Demonstrated ability to effectively manage people and projects
- A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
- Strong writing and presentation skills
- Significant experience planning client and prospect events
- Ability to effectively present information to top management, public groups, and/or boards of directors
- Demonstrated proficiency in basic computer applications such as Microsoft Office products
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation days
- Sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
To apply for this job please visit truist.wd1.myworkdayjobs.com.
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