Marketing Coordinator
Holistic Financial Planning
Irvine, California, USA
Job Posted:
30+ days ago

Marketing Coordinator

Holistic Financial Planning

LPL Financial (parent company) was formed in 1989 through the merger of two small brokerage firms. Linsco & Private Ledger (founded in 1968 and 1973, respectively). They are the nation’s leading independent broker-dealer. They offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 16,000 financial advisors and approximately 700 financial institutions.

Internship description

Client Relations Specialist/Marketing Coordinator Intern:
• Observing a financial planning practices in action
• Handling client documents
• Calling clients for meetings
• Attending client meetings
• Inputting and reviewing accounts
• Attending Advisor training
• Assisting with social media marketing (LinkedIn, Facebook, Twitter)
• Researching/attending marketing & networking events
• Designing marketing materials

Ideal profile of the student

We are looking for candidates who desire gaining experience, school credits and knowledge in the field of financial planning and marketing.

Skills required:
• Good time management
• Strong communication skills / English proficient
• Basic computer skills (Microsoft Office)
• Ability to work without supervision
• Ability to carry job to conclusion
• Ability to use initiative
• Attention to detail
• Work efficiency
• Team work
• Creativity

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