Legacy Wealth Management is a leading wealth management firm dedicated to helping clients achieve their financial goals through personalized service and strategic financial planning. We are looking for a dynamic Marketing Specialist to join our team and drive our client acquisition efforts.

Job Summary:

The primary purpose of this position is to consistently fill our advisors' schedules with qualified appointments. This role is key in implementing and managing our marketing initiatives to ensure a steady flow of high-quality leads.

Key Responsibilities:

Marketing Strategy Execution: Implement pre-determined marketing strategies including Dinner Seminars, Trust Seminars, and other events.

Appointment Setting & Management: Proactively set appointments and manage the advisor's calendar.

Event Coordination: Plan, organize, and manage various client and prospect events.

Prospect Follow-Up: Ensure all leads are followed up efficiently with personalized communication.

Performance Tracking: Analyze the effectiveness of each marketing strategy and adapt tactics as necessary.

Qualifications:

- Experience in event planning and coordination.

- Ability to multitask and manage multiple projects simultaneously.

- Bachelors degree preferred

- Exceptional attention to detail and a strong work ethic.

Desired Attributes:

- Team-oriented with excellent interpersonal skills.

- Creative problem solver.

-Ability to learn new software

- Flexible and adaptable with a keen willingness to learn and grow within the role.

Job Type: Full-time

Benefits:

1. 401(k)
2. Dental insurance
3. Health insurance
4. Paid time off
5. Vision insurance

Schedule:

1. Monday to Friday

Education:

1. Associate (Preferred)

Experience:

1. Marketing: 1 year (Preferred)
2. Event planning: 1 year (Preferred)

Work Location: In person