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Stravolo Wealth Management
775 Spartan Blvd Ste 105
Posted: July 11 2016
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DescriptionStravolo Wealth Management is a comprehensive wealth management firm located in Spartanburg, South Carolina. The firm was founded with a vision to help clients get control of their financial future by understanding how the decisions they make now will determine how they will live in retirement. To achieve that, we start every client relationship by building a plan for retirement that helps individuals set goals and reveals the necessary steps to achieve those goals. Once we complete the plan for retirement and have a clear picture of the individual’s needs, wants, and risk tolerance, we create an investment plan for how their assets should be managed. At Stravolo Wealth Management, we understand that “life happens” and that plans cannot be static. We meet with our clients on a regular basis to update both their plan for retirement and investment plan.
We are currently seeking college students, in their junior or senior year, with an interest in working in a professional business environment to join our team for a Marketing Internship. Stravolo Wealth Management has been using interns since 1996. In our experience, Stravolo interns have been able to apply their textbook knowledge to real-world situations in a way that is not possible in the classroom. A qualified individual will have a strong work ethic, excellent team skills and outstanding communication skills. This internship is a paid position, and the duration is flexible.
Position: The Marketing Intern will help with content planning, social media posting, scheduling and strategizing, email marketing, blog and website maintenance, and seminar planning. This part time position is located on the west side of Spartanburg, SC. The marketing intern reports to the operations manager.
Hours: Hours are flexible and will vary week to week. A minimum of 10-15 hours per week can be expected. Additional hours will be available when planning seminars and other meetings, and/or as additional responsibilities are taken on.
ResponsibilitiesComplete Social Media Compliance Training. Learn, understand, and abide by FINRA and Broker/Dealer compliance processes and procedures.
Manage the Stravolo Wealth Management Blog
Update, maintain and execute the marketing calendar
Plan and execute social media activities and announcements using LinkedIn and Facebook.
Become proficient in the use of our Customer Relationship Management database program to retrieve key information, facilitate client mailings, and to manage various prospective client lists
Measure Key Performance Indicators (KPIs). Collaborate with the team to determine what marketing activities and results should be measured.
Plan client events and prospecting seminars. Execute marketing campaigns for the events. Complete necessary follow up after meetings.
Curate content for the blog, website and social media
Assist with ongoing enhancements to our website
Plan and execute email marketing campaigns
Track and measure programs to understand effectiveness in terms of reach and impact
RequirementsA quick thinker and a fast learner who can work independently and efficiently on tight deadlines, while still maintaining an eye for detail
Demonstrates an inherent ability to solve problems, technical proficiency, and an eagerness and ability to work across a number of projects
Excellent analytical skills, a focus on results, and creative problem-solving capabilities.
Ability to work in a team-oriented environment
Position requires high level of responsibility regarding confidential information; must maintain confidentiality at all times
Basic knowledge of investment concepts would be helpful