Careers

Job Summary: 

Wealthnet Investments is hiring a Digital Marketing Associate.  We are looking for a creative team member who loves digital marketing and is motivated to do excellent work. 

The Digital Marketing Associate will help us design, collaborate, and implement our digital marketing strategies with the goal to attract and retain clients.   

Ultimately, the ideal candidate will able to help Wealthnet expand our reach, continually improve client satisfaction, grow our podcast audience, and ensure brand consistency. 

Duties:

More specifically, duties include:

• Teamwork: Collaborate with the Wealthnet team and outside consultants in marketing strategies
• Inbound Marketing: Manage, implement, and monitor lead generation campaigns using landing pages, social media postings, advertising, and follow up/conversion email marketing.
• Support Client Satisfaction: Manage and implement client onboarding emails to help improve the client experience.
• Client Nurture: Manage, implement, and monitor client nurturing programs to encourage referrals through digital marketing
• Website: Maintain website updates and SEO  
• Podcast: Distribute the podcast through social media and email campaigns, assist in guest outreach emails, and increase guest appearances for CEO on alternate podcasts and media outlets.

Experience & Education Requirements:

• A reliable and courteous team player who strives to do what they say they will do.
• A highly creative person with the ability to put themselves in a client’s shoes.
• Experience with social media posting and advertising, automated email marketing, and website technologies. 
• Understanding of website design and SEO.
• Understanding of podcasting
• Excellent communication skills (verbal and written)
• Team management skills
• BS degree in Marketing or relevant field

About Wealthnet:

Wealthnet is a Colorado-based independent registered investment advisory firm.  Our firm is both creative and disciplined.  We are focused on providing value for clients to improve their life and to manage their investments and financial planning to turn their piece of wealth into peace-of-mind.

Qualified candidates are encouraged to submit their resumes to info@wealthnetinvest.com

Qualified candidates are encouraged to submit their resumes to info@wealthnetinvest.comTitle:  Wealth Management Associate

Locations:   Denver, Colorado or San Antonio, Texas

Job Summary:

Wealthnet is a wealth management firm that provided investment management and comprehensive advice.  

The Wealth Management Associate works directly with clients to develop ad implement strategies for their financial, investments, and insurance needs.  This role is significant to new client development and client retention. The WMA is the primary contact for client relationships and must have the ability to present the services and offering by Wealthnet in a clear, concise, and professional manner.

JOB DUTIES

Required Qualification:

• CFP Certified (or equivalent)
• Series 65 License (or equivalent)
• 5 years of direct financial services experience including direct sales with investment clients
• Knowledge and ability handle complex financial topics to clients
• Ability to handle highly detailed work with a great degree of accuracy
• Bachelor’s degree, preferably in business, finance, marketing or related field

Skills:

• Understanding of Windows
• Proficient in Office Suite including Excel, PowerPoint, and Word
• Ability to adopt and adapt to technology quickly

About Wealthnet:

Wealthnet is a Colorado-based independent registered investment advisory firm.  Our firm is both creative and disciplined.  We are focused on providing value for clients to improve their life and to manage their investments and financial planning to turn their piece of wealth into peace-of-mind.

Qualified candidates are encouraged to submit their resumes to info@wealthnetinvest.com