HELLO AND WELCOME!

JOB DESCRIPTION

The ideal candidate will be able to demonstrate superb marketing and analytical skills; someone who can plan, execute, and iterate campaigns to drive engagement, quality leads, and qualified opportunities. This individual will execute email marketing, lead nurturing, direct mail, coordinate speaking engagements, and other marketing activities. The ideal candidate will have a strong work ethic, attention to detail, and enjoy working on multiple projects simultaneously. If you are looking for an opportunity to make a difference within the office, please apply today!

Key Traits:
● Strong initiative
● The desire to work long-term in the financial industry
● Strong ability to execute online and offline marketing campaigns and a keen eye for
detail
● Experience with Salesforce and Active Campaign is preferred but not required
● Excellent communication; verbal and written
● Proven ability to work independently and complete assigned tasks on schedule

Minimum Requirements:
● College degree preferred
● 2 – 3+ years of experience in a marketing/sales role
● Ability to learn new software quickly
● Experience with Salesforce and Active Campaign is preferred but not required
● Strong graphic design skills, familiarity with Canva and Photoshop
● Excellent communication skills; both verbal and written
● Proficient with Google Suite, Google Analytics, Google AdWords, Meta Business Suite, and WordPress
● Industry knowledge/experience preferred

Position Responsibilities:
● Strong ability to execute online and offline marketing campaigns and a keen eye for
detail
● Accomplish assigned tasks within established deadlines and in an accurate manner
● Assist with the coordination of workshops and client events
● Deliver accurate and timely reports on campaign performance and leads
● Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve
campaign objectives

Salary
$60,000 – $70,000

Money for Nothing
Three weeks of paid time off each year

Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member
contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the
3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in
addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or
Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we
do!

Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network
It’s the same health insurance that Tony has for himself.
We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.

Hungry?
Free coffee, tea, sodas, water, and hot cocoa — all on-site

Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer

Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get your CPA license? Let’s do it.

How Do I Get There?
Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd

Let’s have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party

Paid-for Annual Trips
Company hits our goals, let’s all travel together!