We are searching for a detailed oriented, creative and results-driven professional to join our team as a Marketing Specialist. The ideal candidate will have previous experience in marketing, be self-motivated and be able to work in a fast-paced environment.  This individual will be responsible for the development of client and prospect presentations, marketing collateral, and other marketing materials (including webinars, proposals, participant education presentations, etc.). This role also assists with the planning, executing, and tracking of marketing programs such as events, email marketing, social media, and content marketing.  

Why Aldrich Wealth

Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.

Check out more about Aldrich at https://wealthadvisors.com/.

You'll Get a Chance To

• Assist in the development of prospect- and client-facing communications through writing, designing, and formatting materials aligning with Aldrich Wealth’s brand voice 
• Assist in the development and formatting of marketing assets (flat sheets, videos, event invitations, PPTs, decks, etc)   
• Contribute to the firm’s digital content calendar with direction from the Marketing Manager.  
• Assist in developing the firm’s social media strategy leveraging analytics and engagement in content curation recommendations 
• Participate in the execution of digital marketing initiatives including social media, email newsletters, webinars, and website content 
• Serve as project coordinator for marketing, events, and client deliverables.  
• Continually improve PPT templates, the pitch deck creation process and ensure assets are strategic, customized, and up to date.  
• Approach others in a tactful manner, react well under pressure, and adapt to changes in the work environment 

What You Bring to the Team

• Bachelor’s degree in marketing, advertising, journalism, or public relations
• 2-4 years of marketing experience or similar role
• Strong Microsoft Office skills (Word, Excel, and PowerPoint)
• Knowledge of CRM & Adobe Creative Cloud
• Experience with WordPress & Hubspot preferred

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
• You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $60,000-$70,000 annual salary.

For a full summary of our benefit offerings, check out Life at Aldrich here.
 

What You Should Know

This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 3 days per week.  Candidates must be legally authorized to work in the United States without the need for employer sponsorship.

To Apply

Submit your resume and cover letter describing how you meet the minimum qualifications and desired attributes.

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
 

#LI-HYBRID