Financial Planning and Marketing Assistant

Join a financial planning firm in the DTC area in a hybrid role focused on contact follow-up, marketing support, and CRM documentation.

Key Responsibilities

• Manage marketing of prospects and maintain contact outreach for clients and prospects
• Contact appropriate parties to help resolve issues
• Maintain detailed notes and complete follow-ups in CRM using AI
• Schedule appointments and coordination via text, phone, and email
• Perform other duties and projects assigned related to financial services

Requirements

• Professional appearance and manner
• Willingness to accept direction
• Quick to learn new concepts
• Customer service oriented
• Very technically competent
• Expert at contact follow-up with AI, phone outreach, and appointment setting; no cold calls
• Minimum 1 year experience in financial services (important working with other financial advisors)
• Experience in marketing is required
• Strong verbal and written communication skills
• Ability to communicate courteously and professionally with coworkers, customers, and business contacts
• Ability to investigate, research, and resolve problems or concerns; self-directed working style
• Ability to maintain confidentiality
• Strong organization and prioritization skills; able to manage multiple tasks independently
• Attention to detail, ability to work under pressure, and meet deadlines
• Very competent in CRMs
• Must work in the office when required

Tools & Technologies

• AI
• CRM

Schedule & Work Location

• Full-time position
• Expected hours: 40.0 per week
• Hybrid remote: work remote 50-75% of the time
• Office location: Englewood, CO 80111

Compensation

• Pay range: $25.00 - $30.00 per hour
• Compensation based on experience plus quantified bonus opportunities

Benefits

• Flexible schedule

Application Details

• Please send resume and salary requirements with a cover letter
• Explain previous job experience in financial planning and marketing
• Include which apps you have used in marketing, including AI video