Marketing Associate (Oakland, CA)

Title: Marketing Associate – Launch Your Career in Marketing and Wealth
Management
Job #: BELL-MKTAS

Break into the worlds of marketing and wealth management as a Marketing
Associate for Bell Investment Advisors, Inc. As our Marketing
Associate you will be responsible for maintaining our client database, sending
client correspondence, coordinating the promotion of our seminar
series, as well as developing our marketing collateral. Our innovative
approach to investing, focusing on our clients needs and goals rather then
the bottom line, has lead to our success in a traditionally fickle
industry. With over 500 client families and $500 million in assets under
management we have created a name for ourselves in the San Francisco Bay
Area, which has poised us well to enter the regional and national arenas.
You will join us as our 15th team member and you will have the unique
opportunity to contribute to the success and growth of our company in
an atmosphere that encourages individual identity. Join the Bell
Investment team now to ensure your professional growth in this exciting field.

Bell Investment Advisors, Inc. based in Oakland, CA opened for business
in 1991. Since then, we´ve enjoyed ever-increasing demand for our
performance-based approach to investment management and financial planning.
We share a commitment to delivering results well beyond market
standards, and to providing clients with uncommonly high levels of personal
service and care. Today, all of us at Bell Investment Advisors remain
deeply gratified by the opportunity to help our clients improve the
quality of their lives. We look forward to a future filled with positive
possibilities for our clients and to our role in making that future a
reality.

As a Marketing Associate, based out of our Oakland, CA headquarters,
you will utilize your academic or professional exposure to marketing to
update and maintain our marketing collateral, including developing our
website into a marketing tool. Your experience with (or burning desire
to learn) ACT! will allow you to master our customer relationship
management database and ensure its usability for our entire team. An expert
command of the written and spoken word will ensure your success as you
send our personalized client correspondence and collaborate with our
other team members. Your meticulous attention to detail and superior
organizational skills will allow you to coordinate the promotion of our
seminar series for current and prospective clients. Your drive to succeed
and ability to integrate well into our corporate environment will be
rewarded as you develop professionally taking on more marketing
responsibilities and possible business development opportunities. Join us today
to launch your career in our exciting and lucrative industry.

To apply for this position or refer someone you know, please use our
online interview system managed by Accolo:

http://jobs.accolo.com/11020

Once you have completed the interview, your information will be
forwarded to the hiring authority for decisions on next steps.

Related Keywords: marketing, marketing associate, marketing assistant,
wealth management, financial advisor, entry level, coordinating,
correspondence, advertising, ACT!, CRM, customer relationship manager, client
relations, customer relations, collateral, marketing collateral,
brochures, content development

 

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