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Marketing Intern

California Financial Advisors

2303 Camino Ramon, Suite 230, San Ramon, CA, USA



Opportunity Length:

Deadline to Apply:

Remote & On-Site

Part Time



About the Role
  • Help distribute marketing materials

  • Manage and update the company database and customer relationship management systems (CRM)

  • Assist in marketing and advertising promotional activities (e.g. social media, direct mail, and web)

  • Prepare detailed promotional presentations

  • Monitor all social media platforms for trending news, ideas, and feedback

  • Research and evaluate competitor marketing and digital content

  • Familiarity with social media strategies and platforms

  • Flexible work schedule

  • Ability to multitask and take initiative

  • Hardworking and dedicated outlook

  • Ability to take direction and absorb information quickly

  • Must have a passion for marketing

  • Possess search engines, web analytics, and business research tools acumen

  • Adequate knowledge of data collection methods (polls, focus groups, surveys etc)

  • Solid computer skills, including MS Excel

  • Excellent communication and presentation skills

  • Ability to create unique content and excecute publication

  • General understanding of financial services and willingness to comply with industry specific security measures

  • In order to work in-office, all new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. California Financial Advisors is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved

About the Company

California Financial Advisors, CFA, is an equal opportunity employer. 

CFA is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA, values a long-term investment approach while catering to the unique needs of all its clients. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest. CFA has been able to grow and succeed while maintaining relationships that go beyond the quantitative data.

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