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Summary
This position provides High Net Worth Client Acquisition to Nick Dare of Ascend National Wealth Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. This is an opportunity to work with a respected Wealth Advisor serving high-net-worth clients with a flexible work environment, growth potential and make a direct impact on the success of the practice. The Marketing Specialist reports to and is employed by Nick Dare.Must be located in Federal Way, WA or greater Seattle area to be considered for this position.
Hours are Monday - Friday: 8:30 - 5pm.
Benefits include PTO and holiday pay. There are no medical benefits provided.
Compensation is $23-25/hr. dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
- Develop and execute marketing strategies to attract high-net-worth individuals and business owners.
- Research and identify qualified prospects within the $1M–$10M investable asset range.
- Utilize digital marketing, networking, and referral channels to generate leads.
- Manage outreach campaigns via email, social media, and targeted advertising.
- Schedule and confirm meetings between prospects and the Wealth Advisor.
- Track and report on lead generation metrics and campaign performance.
Position Qualifications
- Proven experience in marketing, business development, or client acquisition (financial services experience preferred)
- Strong understanding of high-net-worth market dynamics and prospecting strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and meet performance goals.
- Familiarity with CRM systems and digital marketing tools.
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of Ascend National Wealth Advisors
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Ascend National Wealth Advisor's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
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