Marketing Coordinator

Are you a creative, goal-oriented, go-getter with a passion for marketing and a genuine interest in being part of a successful, growing business? Our established financial services firm located in Waukesha, Wisconsin is looking for a Marketing Coordinator.

The ideal candidate will be able to demonstrate superb marketing and analytical skills; someone who can plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities.

This individual will execute email marketing, lead nurturing, direct mail, coordinate speaking engagements, and other marketing activities. The ideal candidate will have a strong work ethic, attention to detail, and enjoy working on multiple projects simultaneously. If you are looking for an opportunity to make a difference within the office, please apply today!

Our expectations are high, the compensation package is generous, our culture is best in class, and we take care of our employees and customers. You will have ample support, coaching and time to understand and master the various deliverables required.

The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized and efficient with a commitment to accuracy.

Minimum Requirements:

● The desire to work long-term in the financial industry

● 2 - 3+ years of experience in a marketing/sales role

● Industry knowledge/experience preferred

● Experience with Salesforce preferred

● Ability to learn new software quickly

This position requires that you possess the following skills:

● Strong ability to execute online and offline marketing campaigns and a keen eye for

detail

● Excellent communication; verbal and written

● Proven ability to work independently and complete assigned tasks on schedule

● Proficiency with Google Workspace suite

● Proficiency with Google AdWords and Meta Business Suite

● Experience with social media and email marketing

Position Responsibilities:

● Work with a team to brainstorm, produce and execute marketing campaigns

● Communicate with the Director of Marketing on a regular basis to ensure direct marketing efforts are delivering results

● Accomplish assigned tasks within established deadlines and in an accurate manner

● Setup and execute paid digital media campaigns on Google AdWords and Meta Business Suite

● Assist with the coordination of workshops and client events

● Assist with sending regulatory update notifications to the existing clients

● Work with third-party vendors to optimize marketing channels

● Deliver accurate and timely reports on campaign performance and leads

● Send a weekly newsletter to clients and prospects

● Oversee and/or assemble marketing assets, such as gifts and literature packets, and maintain inventory of marketing materials.

● Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve

campaign objectives

Salary

$60,000-70,000

Money for Nothing

Start with three weeks of paid time off each year and earn more.

Additional Days Off

When we meet our goals, we prefer to give employees extra days off. Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!

Retirement

We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $23,000 per year and get a 3% match on top of that. Are you 50+? You can contribute an additional $7500 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA. We know a lot about money, it’s what we do!

Let’s Stay Healthy

Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We offer health, dental, vision and life insurance.

Hungry?

Free Lunches are provided for weekly team building

Free coffee, tea, sodas, water and hot cocoa — all on-site

Want To Lend a Hand?

We support local charities financially and with paid time-off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.

How Do I Get There?

Waukesha location is just off the Guerke’s corner exit on I-94

Wow, You’re Smart!

We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!

Want to get your CPA license? Let’s do it!

Let’s have fun!

Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!

Paid-for Annual Trips

Company hits our goals, let's all travel together!

Presented by Advisor Employee Services

Thank you for your interest in the Marketing Coordinator role Waukesha, Wisconsin. Advisor Employee Services, a consulting firm located in Overland, 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. 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!

Drake & Associates, LLC

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Marketing Coordinator