Apply for this job now

Marketing Assistant

Granite Bay, California
7 Sep 2023

Part Time Marketing Assistant

Advance your career and truly make a difference! An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills, seeking to join a well-established Independent Advisory and Financial Services Company.

Please note that this position does require at least 2+ years of experience in an office role.


Position Summary: Retirement Planning Firm in Granite Bay, CA is seeking a full-time Marketing Assistant. Candidate must exhibit exceptional time management skills, a proven record of getting prospects/clients engaged over the phone, accept direction, be customer service oriented, and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.

Position Overview:

The primary responsibility of this position is to assist the Marketing Team and engage with the prospects of the many company marketing funnels. This position will depend heavily upon a positive attitude, solid work ethic, and the ability to build upon relationships over the phone.

A summary of the tasks is below:

  • Answering the phones and greeting clients upon entering the firm
  • Consistent follow-up with prospects
  • Help with all Marketing ideas and initiatives
  • Keep CRM updated with prospect/client interaction
  • Consistent follow-up with prospects
  • Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
  • Work independently and proactively to meet personal business goals
  • Assist team with administrative tasks, as needed
  • Perform other duties and projects as assigned


$35,000 - $40,000/year based on experience


Monday - Thursday 8:30am - 4:00pm

Friday: 8:30am - 1:00pm

Presented by Advisor Employee Services Thank you for your interest in the Part Time Marketing Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Apply for this job now


  • Job Reference: 1108272703-2
  • Date Posted: 7 September 2023
  • Recruiter: Advisor Employee Services
  • Location: Granite Bay, California
  • Salary: On Application