Process Trainee -Financial Advisory Support
Core
Support financial advisors by managing digital marketing tools, social media platforms, and content to enhance advisor practice presence and client experience.
Role type
Associate digital marketing specialist (financial services)
Builds
Digital marketing assets, social media content, and prospecting campaigns for financial advisors
Domain
Financial Services / Digital Marketing
Deliverable
product features
Required skills
Content creation, Social media management, Drip marketing, LinkedIn prospecting, Data confidentiality, SLA/KRA tracking
Preferred skills
Customer interaction, Financial planning basics, Start-up experience