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
Requirements
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.