Open Position: Communications Coordinator/Advisor Liaison

WealthPoint, LLC is an established, entrepreneurial professional services firm working in a specialized niche comprised of self-made business owners and their professional advisor teams. This position represents a unique opportunity to join a professional organization that is agile, growth-minded, and process-driven.

Responsibilities include:

  • Managing and tracking marketing and sales campaigns, activity and results for the firm’s growing team of business development talent
  • Facilitating and tracking our client referral process.
  • Event planning for a range of opportunities (small-group educational presentations, social events, trade association involvement and partners’ speaking opportunities).
  • Leveraging digital marketing to extend our proven brand story.
  • Collaborating with and being coached by our external branding firm.

Our ideal candidate will bring the following to the table…

  • Strong verbal and written communication skills
  • Excellent attention to detail and technology skills
  • The autonomy of a self-starter who believes in accountability for themselves and their fellow team members
  • A passion for learning and growth

If the above overview gets you excited, please forward your resume and cover letter to our Director of Operations, Shelley Forman –