Role Overview
Direct and execute all marketing and direct sales activities for a Financial Advisor team to increase client retention and sustain revenue. Provide leadership to the Financial Advisor team and contribute to strategic planning.
What You Will Do
Participate in strategic planning, develop and execute a branding strategy, create marketing collateral, facilitate direct calling efforts, and oversee contact management tools.
Why It Might Be a Fit
The ideal candidate will have strong writing and presentation skills, experience planning client events, and proficiency in basic computer applications. They will also be able to effectively present information to top management and public groups.
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
To apply for this job please visit truist.wd1.myworkdayjobs.com.
Follow us on social media