Job Opportunities


 

Join the Strategic Wealth Planning Team!

Current job opportunities with Strategic Wealth Planning - If you are interested in joining our team,  please forward your resume via email to: SWP@awealthplan.com.

Marketing and Business Development Coordinator

 

Our firm needs an outgoing individual that wants to grow with our company. We are looking for a Marketing and Business Development coordinator to assist our firm with the implementation of our marketing plan. We need significant input from you to coordinate the plan and manage the implementation process.

 

The “right fit” must be forward thinking, a team player, creative, self-motivated and able to manage a variety of tasks associated with developing the marketing plan. The team player should be able to coordinate the marketing plan with the overall strategic plan of the firm and communicate the message with staff and potential clients.

We are looking for an individual who can help us put together our marketing and advertising “voice” and coordinate all of our efforts so that our firm can grow by attracting the appropriate prospects.

Areas of development include: developing marketing strategies, web site development, branding, and all advertising and social media management. 

 

 This position will also be responsible for the daily operations of the marketing department, including budget management, vendor negotiations, and process improvement and efficiencies. 

Ideal Team Player will:

·Managing product positioning, image, advertising and communication across all marketing channels and managing the development of all marketing and sales tools.

·Develop and execute marketing plan/strategies that support the income producing activities of the firm.

·Identifying market opportunities, consistently striving toward exceeding client growth and brand awareness.

·Providing leadership and oversight to team as well as developing and managing departmental budgets.

·Deep understanding of wealth management institution marketing, business development and management.

·  Current knowledge of industry trends, opportunities, channels, products and services.

· Directing, developing and coordinating all marketing projects to ensure they meet establish target completion dates and complement the strategic objectives of the firm.

· Utilizing marketplace assessments, SWOT analysis, and research member satisfaction and market share/positioning and effectively apply market segmentation techniques.

·  Responsibility for legal and social compliance for the marketing, special programs and member service areas of the organization and their specific functions.

  • Have general working knowledge of Lotus Notes and Microsoft Office suite.

 
Key words: Marketing Director, Marketing Manager, Development Director, Marketing in Financial Planning, Life Insurance, Investment Planning.

 

 

Financial Professional

Sales and marketing of financial products offered by independent financial services firm. Are you currently employed by a Life Insurance Company or Investment Management Company? Tired of sales restrictions and low payouts? Talk to us about our Team approach to advisory services and how to improve your pay and improve your quality of life! 

 We have the support staff to assist you in making your sales goals and help you in areas you may not be familiar with.

  • Individual will work with financial advisors and their clients portfolios.
  • This position will be responsible for executing trades in client portfolios as directed by staff and advisors.
  • Individual will be responsible for researching investment strategies and recommending changes to model portfolios of the firm.
  • Position will be responsible for preparing presentations on asset allocation for investment committee. 
  • Research mutual funds, equities and bonds as needed.
  • Work with CFP and investment advisors to implement appropriate portfolio for client accounts.
 Requirements:
  • Work with Team members to execute trades for client accounts.
  • Analyze and create model portfolios to illustrated changes to portfolio.
  • Work with Investment Committee on research projects.
  • Learn how to use various asset allocation and research systems to find prices on all securities such as mutual funds, bonds, equities, etc.
  • Have working knowledge of security characteristics and market dynamics and how changes in the economy affect our portfolio.
  • Communicate with staff, fund managers, as well as customers regarding many aspects of our portfolio with a knowledgeable tone.
  • Research mutual funds and securities and raise any issues to management when appropriate.
  • Be able to work independently and to meet deadlines in an efficient manner.
  • Perform daily review of portfolio and report price variances that result in significant market value changes.
  • Be able to work Mon-Fri 8:30am-5:30pm 
  • College degree required.
  • 1 to 2 years of securities experience required.

Send us your resume to find out how we can work with you today!

 Receptionist & Client Service Associate

Strategic Wealth Planning seeks individual to serve as the face and voice of our company. This postion will serve as our receptionist answering phones and greeting clients. This individual will provide support for advisers in communication and marketing with clients and potential clients.

Ideal candidate will be very outgoing and possess the ability to anticipate the needs of the office in marketing areas and be able to work in team environment. 
 
Position will be responsible for:
  -communications with clients, prospects and professionals
  -preparing marketing & presentation packages for clients
  -client relationship management software / calendar management
 
Previous experience preferred.

We are looking for an individual with strong attention to details and a great work ethic. Our team works together to meet the expectations of our client base.