Marketing Associate

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You will have the opportunity to work directly with the owners of a successful wealth management firm. If you've ever had an interest in managing stock portfolios, entrepreneurship, or starting a successful company yourself one day, this would be the perfect fit.

From this internship, you will gain the knowledge to start a successful company of your own (in any field) by learning how to market yourself, gain clients, and scale a company.

We are a full service wealth management firm offering financial planning and investment services to individuals and small businesses. This is a fun and down to earth organization, we are not stuffy or boring nor do we expect you to be so.

Seeking a marketing associate for business development and practice management. You will have an opportunity to drive growth of the organization while learning the fundamentals of the wealth management industry.


Design and manage social media marketing strategy. Responsible for website marketing, newsletter and blogging content and distribution. Creating and maintaining a client service schedule and standard. Event marketing and coordination. Additionally maintenance of CRM, and other database systems.

You will have a hands on opportunity to drive growth of the organization. This is also an excellent position to learn the wealth management industry.


marketing or financial background preferred. Experience selling thru social media and creating marketing systems and initiatives helpful.

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