Focused on serving retirees’ wealth and financial planning needs, Campbell Wealth Management is a leading, fast-paced, and growing financial planning firm based in Northern Virginia and serves the Washington D.C. Metro Area. CWM seeks to add an experienced financial support professional with exceptional interpersonal skills and a desire to support retirees and those in the process of retiring.

Essential Job Functions & Duties:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Manage Social Media posts with pre-determined content
  • Contact potential event attendees
  • Update Salesforce campaigns
  • Schedule events and work with related vendors
  • Track and manage inventory of promotional items, including identifying new items
  • Maintain strong relationships with vendors
  • Establish, maintain, and update files, databases, records, and/or other documents in Salesforce
  • Attend client functions, some of which may be outside of office hours
  • General administrative tasks to include: updating marketing-related platforms, bulk email sends, preparation of marketing collateral for events
  • Manage and track supplies
  • Ensure regulatory compliance is followed
  • Communicate across functional teams to effectively support client relationships and projects

Required Knowledge, Skills and Abilities:

The requirements listed below are representative of the knowledge, skill, and/or ability required in this job position.

  • Willingness and desire to learn
  • Strong problem-solving skills
  • Proactive, self-motivated professional
  • Exceptional communication and people skills
  • Dedication to accuracy, detail, and deadlines
  • Comfortable with change and a strong focus on identifying and offering solutions
  • Organized and able to manage multiple tasks/projects
  • “Team player” mindset, willingness to jump in and help where needed
  • Uphold a professional image with external and internal business contacts
  • Work ethically and with integrity, including maintaining prospect, client, and firm confidentiality.
  • Ability to adapt and integrate new technology quickly

Minimum Education and Experience:

  • Bachelor’s degree in Marketing (or related field)
  • Experience with Salesforce CRM and/or Pardot
  • Customer service experience

Please e-mail your resume to HR@campbellwealth.com to be considered for this position.