Oct. 11, 2018

Scheduler-Marketing Coordinator- No Sales-Financial Planning Firm

Confidential San Diego, California

Top Financial Planning team seeks enthusiastic, creative individual to be a passionate advocate for our firm, helping to plan and execute marketing campaigns to clients, connections and others. • Implements a social media plan within the constraints of FINRA and Broker- Dealer advertising rules/regulations • Excellent telephone presence with an outgoing, friendly demeanor, and an ability to grow relationships in the absence of face-to-face interaction. • Knowledge of Financial Planning/Investing industry through work or personal experience. WHP Financial Planning, Inc. is an established financial planning firm whose partners are Certified Financial Planner™ practitioners; each with 35+ years of experience in the ...

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