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Marketing Coordinator needed to manage social media and marketing operations for a financial literacy business specializing in athletes. Responsibilities include content creation, social media management, and overseeing marketing strategies. Bachelor's degree in marketing or related field required. Strong skills in writing, social media platforms, and analytics are essential. Experience in sports or digital marketing is advantageous. Salary range $50,000 - $80,000 per year.

As a Sr. Business Development Coordinator, you will collaborate closely with the Business Development Manager to initiate leads, track clients, qualify prospects, assist with marketing activities, coordinate client events, and provide administrative support. Requires 3-5 years of experience in customer service, marketing, or sales-related fields, along with a Bachelor's degree in business or marketing. Strong networking, project management, problem-solving, and communication skills are essential.

Seeking an experienced Business Development Manager to drive growth and positive customer ratings, strengthen client relationships, and train sales professionals. Responsibilities include overseeing the Business Development Department, conducting industry research, planning new business initiatives, and creating sales strategies. Must have a Bachelor's degree, 5-10 years of sales experience, and strong communication and data analysis skills.

Adding a Relationship Manager to support a wealth management firm in Westport, CT. Responsibilities include second chairing client meetings, identifying business development opportunities, collaborating with teams, and shadowing senior advisors.

Service Advisor position at a boutique wealth management firm in Westport, CT. Responsibilities include supporting senior advisors, conducting client reviews, identifying new business opportunities, and collaborating with teams. Qualifications include a Bachelor's degree, 2-3+ years of financial planning experience, CFP preferred, and Series 7, 66, and LAH insurance license. Compensation includes a $120,000 base salary with additional incentives and OTE of $175,000-200,000.

The Lead Advisor will master planning, investment, and communication philosophies, update financial plans for clients, drive business development, and lead client strategies and planning. Qualifications include a Bachelor’s Degree, 3+ years of client-facing and financial planning experience, Series 7, Series 66, LAH insurance license, and CFP designation.

Seeking a meticulous and client-focused Insurance Operations Associate to support various aspects of insurance operations within a wealth management setting. Responsibilities include facilitating onboarding, assisting in underwriting, serving as a primary contact for clients, managing insurance policies, monitoring late payments, maintaining records, and staying current with industry regulations.