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You are a hands-on marketing leader with at least 7 years of omnichannel growth marketing experience – a couple of those years in the Financial Advisory or Wealth Management arena. 2+ years of verifiable growth marketing experience in the Financial Advisory or Wealth Management arena where revenue growth exceeded 40% annually.
$210,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
$148,300 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Great career path towards obtaining your Series 65 license to become a full Financial Advisor , helping clients with all their wealth management needs! We essentially respond to individuals, families, and business owners asking for help with their life insurance needs (final expense & mortgage protection) as well as for supplemental health, Medicare, and Wealth Management needs.
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We specialize in life insurance, annuities, wealth management, and various health & Medicare programs. Ability to handle all types of life insurance, final expense, accidental coverage, key-man coverage, tax free retirement plans, annuities, supplemental health plans, dental & vision plans, LTC plans, and full Medicare program (advantage & supplemental), as well as full client wealth.
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