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Marketing Coordinator - Financial Firm - Canonsburg, PA

Advisor Employee Services
Canonsburg, PA Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 4/21/2025
Marketing Coordinator
Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? We are seeking a strong Marketing Coordinator whose job is to grow a sales pipeline by creating a comprehensive marketing strategy and setting appointments for our Financial Office, Net worth Advisors  in (Canonsburg, PA)
 
The successful candidate will be able to demonstrate superb marketing and analytical skills. We are seeking an individual who can plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities. A sharp phone presence with excellent listening skills, a love for phones, and the ability to build a rapport with our prospects and clients are a must. We’re looking for a go-getter who is great at asking in-depth questions and getting our prospects engaged!
 
This individual will execute email marketing, lead nurturing, direct mail, telemarketing, coordinate speaking engagements, and other marketing activities in an integrated fashion that results in a larger overall sales funnel of high-quality leads.
 
Minimum Requirements:
  • The desire to work long-term in the financial industry
  • 1-2 years of experience in a customer service/sales role
  • Industry knowledge/experience preferred
  • Experience with MS Office Suite and the ability to learn new software quickly
This position requires you possess the following skills:
  • High degree of creativity and very strong work ethic
  • Very strong Microsoft Office Suite skills
  • Social media skills
  • Experience with email marketing
  • Excellent communication; verbal and written
  • Proven ability to work independently and complete assigned tasks on schedule
Position Responsibilities:
  • Communicate with the CEO regularly to ensure direct marketing efforts are delivering the required results
  • Attend and coordinate seminars, client events, and networking venues
  • Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives
  • Maintain inventory of marketing materials, ensuring all resources are accurate and available
  • Coordinate and schedule new segments and talking points
  • Oversee and respond to incoming messages on social media and online appointment software
  • Gather data and configure reports to support various data and analysis projects
  • Be responsible for assembling marketing assets, such as gifts and literature packets, and for maintaining an inventory of marketing materials
Salary:
  • $65,000-$70,000
Benefits:
  • Health Insurance
  • 401k after 90 days
  • PTO
  • Trip Incentives
 
Hours:
  • Monday-Thursday: 8:00 am -5:00 pm
  • Friday: 8:00 am – 2:00 pm
 
Presented by Advisor Employee Services Thank you for your interest in the Marketing Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Salary : $65,000 - $70,000

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