Sales & Marketing Associate

About the Role: We are looking for a driven, results-oriented sales and marketing professional to join our registered investment advisory firm. In this role, you will be responsible for growing our client base through proactive outreach and prospecting while also serving as a key point of contact for existing clients. You will manage day-to-day operations, including calendars, investment reports, and marketing campaigns. If you are motivated by building relationships, closing new business, and making a real impact at a growing firm, we want to hear from you.Minimum Requirements. Please review before applying:3+ years of experience in the wealth and investment management field requiredActive securities license strongly preferred: Series 65 or Series 7 and Series 66 or obtain within 6 months.Bachelor's degree requiredWhat You'll DoProspect and develop new client relationships through cold calling, referral outreach, networking, and targeted marketing campaignsConduct outbound calls to potential clients to introduce firm services and schedule consultations with firm principalsMaintain and manage the CRM database to track leads, prospects, and existing client activityCompile and input client data into financial planning software to generate portfolio reviewsSupport firm principals and associates with meeting preparation and financial planningContribute to marketing campaigns designed to attract, retain, and generate referrals from clientsWhat You BringProven track record in a sales role within the investment advisory or wealth management industry or other related industryStrong ability to prospect, cold call, and build a pipeline of new businessDeep familiarity with the investment advisory and wealth management industryExcellent oral, written, and interpersonal communication skills with a natural ability to build trust with clientsHigh attention to detail and strong organizational habitsProficiency in Microsoft Office Suite: Outlook, Excel, Word, and PowerPointExperience with CRM platforms to manage client and prospect activityA self-starter mentality with the drive to meet and exceed sales goalsBenefitsHealth Insurance - HMO and PPO 50% paid by companyHealth Savings Account (HSA)Dental and Vision Insurance - 100% company paidGreat Hours: Monday through Thursday 8:00 to 4:00, Friday 8:00 to 3:00Unlimited PTO - within reason and agreed upon with principals and other key team members due to the size of our boutique firmMost Federal Holidays OffSIMPLE IRA About Chapwood Investments: Founded in 2005, Chapwood Investments has spent over 30 years helping high-net-worth individuals, athletes, and families bring clarity and perspective to their portfolios. We specialize in asset preservation and risk management, helping clients truly understand what they own and what to expect from it.Led by Ed Butowsky, an internationally recognized wealth management expert with over 30 years in financial services featured in ESPN's "30 for 30" documentary "Broke" and a frequent contributor to Fox Business, Fox News, and Bloomberg Radio, and Kim Sams, a managing partner with over 25 years of experience and prior leadership roles as Managing Director at Bear Stearns and Associate Vice President at Morgan Stanley, where she specialized in delivering customized asset management solutions to high-net-worth investors.