
CAREER OPPORTUNITIES
Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing financial advisory business? We are looking for strong, detail-orientated people to join our team. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!
Positions
Harlow Wealth Management Internship Program
Harlow Wealth Management is a passionate financial firm that is not only a family business, but treats all its employees as such! You will gain an understanding, first hand, of the values, concepts, and protocols you are learning about in the classroom. Learning the day-to-day of a firm like ours will be invaluable professional knowledge. Explore below to see if Harlow is the right place to get you real-world experience.
Job Duties
- Receive incoming client service calls in a friendly, warm manner
- Record notes from every client conversation in the Redtail database
- Complete and process client service work as needed
- Assist in any marketing efforts for our financial seminars
- Set client review appointments for advisors
- Opportunity to attend meetings with prospective clients looking for a financial advisor
- Consult with internal team members and advisors to assist in determining the best solution for the identified business problems
- Complete and process client service work as needed
Knowledge, Skills & Abilities
- You are pursuing a bachelor’s degree in a related discipline
- Excellent problem solving and trouble-shooting skills
- Ability to work independently and adapt quickly to new technologies/systems
- Strong sense of personal courage and development
- Ability to be flexible, resourceful, quick to learn and adapt to change
- Solid written and active communication skills
- You view innovation and technology as a way of life
- You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future
Minimum Requirements
- Working knowledge of computers and software
- Ability to learn quickly
To be considered for the Harlow Wealth internship program, please email your resume to HarlowHR@harlowwealth.com
Client Service Associate
Manage client requests, prepare and process investment and insurance paperwork, schedule and prepare for client meetings, and perform lite financial planning prep work.
Minimum Requirements:
- English speaking
- 40+ WPM
- 1-3 years’ experience in a financial services firm
- Intermediate experience in Office, CRM, and document software
- Team-player
- Creative
- Tech and Social Media Savvy
- Values work-life balance
- Client-Centered
- Positive/Optimistic
- Inspiring
Contact Harlow wealth for more information: HarlowHR@harlowwealth.com
Financial Advisor
Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Minimum Requirements are 5-10 years of experience, $10m+ AUM client base, CFP® preferred.
Minimum Requirements:
- English speaking
- 40+ WPM
- 1-3 years’ experience in a financial services firm
- Intermediate experience in Office, CRM, and document software
- Team-player
- Creative
- Tech and Social Media Savvy
- Values work-life balance
- Client-Centered
- Positive/Optimistic
- Inspiring
Contact Harlow wealth for more information: HarlowHR@harlowwealth.com
Director of Marketing
JOB SUMMARY
The Director of Marketing is a key leadership role responsible for developing and executing comprehensive marketing strategies to drive business growth, enhance brand visibility, and strengthen client relationships. This position requires a deep understanding of the financial services industry, market trends, and consumer behavior.
The Director of Marketing for also plays a critical role in shaping the firm's market presence and driving business success through effective marketing strategies. This position requires a blend of strategic thinking, creativity, and strong leadership skills within the context of the financial industry's unique challenges and opportunities.
KEY RESPONSIBILITIES:
Strategic Planning: Develop and implement a robust marketing strategy aligned with the overall business objectives of the financial services firm. Collaborate with senior leadership to define marketing goals and KPIs, ensuring alignment with broader organizational strategies.
Brand Management: Oversee the development and maintenance of a strong and cohesive brand identity. Ensure consistent messaging and brand positioning across all marketing channels and communication materials.
Market Research: Conduct market research to stay abreast of industry trends, competitor activities, and emerging opportunities. Utilize data and insights to inform strategic decisions and refine marketing approaches.
Lead Generation and Conversion: Develop and execute lead generation campaigns to attract new clients and customers. Collaborate with the sales team to ensure seamless lead-to-customer conversion processes.
Digital Marketing: Drive digital marketing initiatives, including online advertising, social media, email marketing, and content marketing. Optimize digital channels for customer acquisition, engagement, and retention.
Traditional Marketing: Manage traditional marketing channels, such as print, events, and sponsorships, to reach target audiences effectively.; including radio and tv. Evaluate and recommend participation in industry conferences and events.
Budget Management: Develop and manage the marketing budget, ensuring cost-effectiveness and maximum return on investment. Regularly track and report on marketing performance metrics.
Team Leadership: Lead and mentor a high-performing marketing team, fostering collaboration and professional development. Set clear goals and expectations for team members, providing regular feedback and performance evaluations.
Compliance and Risk Management: Ensure all marketing activities adhere to regulatory requirements and industry standards. Collaborate with legal and compliance teams to mitigate marketing-related risks.
Measurement and Reporting: Establish key performance indicators (KPIs) and regularly assess the effectiveness of marketing initiatives. Provide comprehensive reports and analysis to senior management, highlighting successes, challenges, and opportunities.
JOB REQUIREMENTS:
The Director of Marketing in a financial services firm should possess a comprehensive set of knowledge, skills, and abilities to effectively navigate the complexities of the industry and drive successful marketing strategies.
Knowledge:
- Financial Services Industry: In-depth understanding of financial products and services, including banking, investment, insurance, and wealth management.
- Market Trends: Stay informed about market trends, regulatory changes, and industry developments that could impact the financial services sector.
- Consumer Behavior: Knowledge of consumer behavior in the financial services domain, including factors influencing purchasing decisions and customer loyalty.
- Compliance and Regulations: Familiarity with financial regulations and compliance requirements governing marketing activities within the industry.
- Data Analysis: Ability to interpret and analyze data related to market trends, customer behavior, and marketing campaign performance.
Skills:
- Strategic Planning: Develop and implement effective marketing strategies aligned with business objectives and market dynamics.
- Digital Marketing: Proficiency in digital marketing channels, including SEO, SEM, social media, email marketing, and content marketing.
- Brand Management: Ability to build and maintain a strong and consistent brand identity across various channels and touchpoints.
- Lead Generation: Skill in developing and executing lead generation campaigns to attract and acquire new clients.
- Team Leadership: Strong leadership skills to manage and inspire a high-performing marketing team, fostering collaboration and innovation.
- Communication: Excellent written and verbal communication skills for crafting compelling messages and effectively communicating with internal and external stakeholders.
- Data-Driven Decision Making: Utilize data and analytics to make informed decisions, optimize marketing campaigns, and measure ROI.
- Relationship Management: Build and maintain strong relationships with internal teams, external partners, and key stakeholders.
- Budget Management: Effective budget planning and management skills to optimize marketing spend and achieve maximum return on investment,
- Adaptability: Ability to adapt to changing market conditions, industry trends, and emerging technologies.
Abilities:
- Innovative Thinking: Ability to think creatively and bring innovative ideas to marketing initiatives, staying ahead of industry trends.
- Problem-Solving: Strong problem-solving skills to address challenges and capitalize on opportunities in a dynamic financial services landscape.
- Risk Management: Ability to assess and manage risks associated with marketing activities, ensuring compliance with industry regulations.
- Results Orientation: Focus on achieving measurable results and key performance indicators, driving the success of marketing efforts.
- Collaboration: Collaborate effectively with cross-functional teams, including sales, product development, and compliance, to achieve common goals.
Education:
- Bachelor's Degree: A bachelor's degree in Marketing, Business Administration, Finance, or a related field is often a minimum requirement.
- Master's Degree: Master's in Business Administration (MBA) is a plus
Experience:
- Marketing Experience: 3-5 years in a marketing roles. Candidates should have a proven track record of success, ideally with progressive responsibility in marketing positions.
- Financial Services Industry Experience: 3-5 years experience within the financial services industry is highly valued. Knowledge of banking, investment, insurance, or other financial sectors is crucial for understanding the unique challenges and regulations of the industry is preferred.
- Leadership Experience: 3-5 years prior experience in leadership roles, such as Marketing Manager or Director, is important. Demonstrated ability to lead and inspire a marketing team is a key factor.
- Strategic Planning and Execution: Successful candidates should have experience in developing and executing comprehensive marketing strategies aligned with overall business goals.
- Digital Marketing Expertise: Given the increasing importance of digital channels, experience in digital marketing, including online advertising, social media, and content marketing, is crucial.
- Budget Management: Experience in managing marketing budgets effectively, demonstrating a track record of optimizing spending for maximum ROI.
- Cross-Functional Collaboration: Proven ability to collaborate with cross-functional teams, including sales, product development, and compliance, to achieve common objectives.
- Brand Management: Experience in building and maintaining strong brand identities, ensuring consistency across all marketing materials and channels.
- Data-Driven Decision Making: A strong ability to use data and analytics to inform decisions, measure performance, and continuously optimize marketing strategies.
- Regulatory Compliance: Familiarity with regulatory compliance in the financial services sector and a commitment to ensuring all marketing activities adhere to industry standards and regulations.
- Industry Networking: Active involvement in industry networks and associations, demonstrating a commitment to staying informed about market trends and developments.
Submit resumes to: HarlowHR@harlowwealth.com
Associate Advisor
Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Minimum Requirements are 5-10 years of experience, $10m+ AUM client base, CFP® preferred.
Minimum Requirements:
- English speaking
- 40+ WPM
- 1-3 years’ experience in a financial services firm
- Intermediate experience in Office, CRM, and document software
- Team-player
- Creative
- Tech and Social Media Savvy
- Values work-life balance
- Client-Centered
- Positive/Optimistic
- Inspiring
Contact Harlow wealth for more information: HarlowHR@harlowwealth.com