Adelson Group is looking to hire a Marketing Specialist to develop and implement marketing strategies for our practice. This is a great opportunity to join and work for one of the top growing financial planning practices, and work as a team member of an independent advisory team of Ameriprise Financial.
Responsibilities
Marketing
Develop and implement a strategic marketing plan to assist in growth of our practice
Client communication and engagement
Establish a referable experience and marketing foundation
Client advocate providing exceptional client service and a referable experience for a high level of client satisfaction. Communicate in an open, helpful, and engaging tone and focus on finding the right solution to address questions and resolve issues
Maintain consistent and regular client contact to grow and deepen existing client relationships
Provide general administrative duties such as answering advisor's telephones, preparing client correspondence, set up of client files
Client service tools and materials
Salesforce documentation
Assisting team with additional projects
Required Qualifications
Education and Skills
College Degree
2+ years of similar experience
Proficient in Microsoft: Word, PowerPoint, Excel, outlook, TEAMS
Salesforce / CRM experience a plus
Key Traits of a successful Marketing Specialist
Outgoing, Creative and Driven
Experience working in a client service environment providing high level client service
Exceptional communication skills, both verbally and written. Able to communicate with all levels within the organization.
Process oriented and can work with a team
Good organization and time management skills. Able to manage multiple priorities and prioritize effectively.
Ability to work independently with minimal supervision
Positive attitude and sincere willingness to consistently learn and grow
Ability to work in a fast-paced environment
Direct attention to detail and organization
Ability to adhere to rules and regulations as stated and required by the advisor and Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor's practice
Benefits
Competitive salary and incentive program
Health insurance
401(k) Retirement Plan - elective deferrals and matching employer contributions
Company Profit Sharing Plan
Paid vacation time and company observed holidays
Excellent training opportunities to increase your knowledge within the industry through our licensing reimbursement program.
Professional Career Development Plan - We work with you to identify your desired career path and provide growth opportunities within our practice.
Being a part of a team that truly cares for their clients and one another! Team culture and our environment is VERY important to us - honesty, integrity, excellence, supportive, communicative, collaborative, encouraging, engaging and fun!
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
