Marketing and Sales Associate - Entry Level

📌 Core Information

🔹 Job Title: Marketing and Sales Associate - Entry Level

🔹 Company: Wealth Management

🔹 Location: Lower East Side, NY

🔹 Job Type: Full-Time

🔹 Category: Marketing & Sales

🔹 Date Posted: May 20, 2025

🔹 Experience Level: Entry Level (0-2 years)

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Assisting campaign managers in facilitating marketing collateral for clients and partnerships
• Unifying campaign promotions and processing external marketing requests
• Staying updated on industry trends and competition
• Contributing to community outreach and new associate orientation

ASSUMPTION: This role is ideal for recent graduates looking to gain experience in marketing and sales. It offers a unique opportunity to learn and grow within a dynamic team.

📋 Key Responsibilities

✅ Work alongside the Marketing Coordinator to unify campaigns and execute information to customers

✅ Stay informed about sale and promotion trends in the industry and territory competition

✅ Process external marketing requests to support the overall campaign

✅ Continuously update the team on services/products prices and/or discounts

✅ Contribute to community outreach and assist in new associate orientation classes

ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field

Experience: Entry-level, no prior experience required

Required Skills:

• Excellent communication skills (verbal and written)
• Confident and outgoing personality
• Strong organizational skills
• Ability to thrive in a fast-paced environment
• Proficient in Microsoft Office Suite

Preferred Skills:

• Bilingual or multilingual
• Experience with CRM software
• Knowledge of marketing automation tools

ASSUMPTION: While not required, candidates with relevant internship experience or coursework in marketing would be highly desirable.

💰 Compensation & Benefits

Salary Range: $38,000 - $48,000 per year

Benefits:

• Paid weekly
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off (vacation, sick, and holidays)
• Professional development opportunities

Working Hours: Full-time, Monday - Friday, 9:00 AM - 5:00 PM (with a one-hour lunch break)

ASSUMPTION: The salary range is based on industry standards for entry-level marketing and sales positions in the New York City area.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services. Wealth Management specializes in pre-retiree and retiree planning, executive compensation issues, and physician compensation issues.

Company Size: Small (1-10 employees). This size allows for close-knit teams and opportunities for growth.

Founded: 1994. Wealth Management has over two decades of experience in the financial services industry.

Company Description:

• Fee-only financial planning and advice
• Fiduciary objectivity and independence
• Asset management services using no-load, commission-free investments
• Retainer services, hourly or project services, and comprehensive financial plans
• Straightforward, objective recommendations for investment strategy and selection
• Second opinion of current investments and financial strategy
• Convenient, flexible hours and location

Company Specialties:

• Pre-retiree and retiree planning
• Executive compensation issues
• Physician compensation issues

Company Website: http://www.wealthmanagement1.com

ASSUMPTION: Wealth Management's small size and specialized services allow for a personalized approach to financial planning and advice.

📊 Role Analysis

Career Level: Entry Level. This role is ideal for recent graduates looking to gain experience in marketing and sales.

Reporting Structure: This role reports directly to the Marketing Coordinator.

Work Arrangement: On-site, full-time. This role requires reliable transportation to and from the office.

Growth Opportunities:

• Learning and developing marketing and sales skills
• Potential advancement to Marketing Coordinator or similar roles
• Expanding industry knowledge and network

ASSUMPTION: This role offers significant growth opportunities for the right candidate, including learning from experienced team members and gaining valuable industry experience.

🌍 Location & Work Environment

Office Type: Corporate office in a professional setting

Office Location(s): 600 West Germantown Pike, Plymouth Meeting, PA 19462, US; 991 Highway 22, Suite 200, Bridgewater, New Jersey 08807, US; 1275 Glenlivet Drive, Allentown, Pennsylvania 18106, US

Geographic Context:

• Lower East Side, NY is a vibrant, multicultural neighborhood with a mix of residential and commercial spaces
• Easy access to public transportation and nearby amenities
• Close proximity to major cities and attractions

Work Schedule: Monday - Friday, 9:00 AM - 5:00 PM (with a one-hour lunch break)

ASSUMPTION: The office environment is professional yet collaborative, with a strong emphasis on teamwork and open communication.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• In-person interview with the Marketing Coordinator
• Final interview with the President of Wealth Management

Key Assessment Areas:

• Communication skills (verbal and written)
• Problem-solving abilities
• Cultural fit and alignment with company values
• Enthusiasm and passion for the role

Application Tips:

• Tailor your resume to highlight relevant skills and experiences for this role
• Prepare examples of your communication skills and problem-solving abilities
• Research Wealth Management and be prepared to discuss why you are a good fit for the company

ATS Keywords: Marketing Communications, Account Marketing, Audience Marketing, Brand Marketing, Consumer Products Brand Marketing, Channel Marketing, Community Marketing, Consumer Marketing, Consumer Product Marketing, Sales Acquisition, Lead Generation, Negotiation, Sales Software

ASSUMPTION: The application process is designed to assess the candidate's skills, cultural fit, and enthusiasm for the role. Successful candidates will demonstrate strong communication skills, problem-solving abilities, and a passion for marketing and sales.

🛠️ Tools & Technologies

• Microsoft Office Suite (Word, Excel, PowerPoint)
• CRM software (e.g., Salesforce, HubSpot)
• Marketing automation tools (e.g., Marketo, Pardot)

ASSUMPTION: Familiarity with these tools is not required, as training will be provided. However, candidates with experience using these tools may have an advantage.

👔 Cultural Fit Considerations

Company Values:

• Fiduciary objectivity and independence
• Asset management services using no-load, commission-free investments
• Retainer services, hourly or project services, and comprehensive financial plans
• Straightforward, objective recommendations for investment strategy and selection
• Second opinion of current investments and financial strategy

Work Style:

• Collaborative and team-oriented
• Fast-paced and dynamic
• Focused on continuous learning and improvement

Self-Assessment Questions:

• Do you thrive in fast-paced, collaborative environments?
• Are you passionate about learning and continuous improvement?
• Do you align with Wealth Management's commitment to fiduciary objectivity and independence?

ASSUMPTION: Successful candidates will demonstrate a strong cultural fit with Wealth Management's values and work style, as well as a passion for learning and continuous improvement.

⚠️ Potential Challenges

• Fast-paced work environment that may be overwhelming at times
• Requires reliable transportation to and from the office
• May involve working with tight deadlines and competing priorities
• Potential for limited growth opportunities in a small company

ASSUMPTION: While there may be challenges, the benefits of learning and growing in a dynamic team outweigh the potential drawbacks.

📈 Similar Roles Comparison

• Compared to other entry-level marketing and sales roles, this position offers a unique opportunity to gain experience in a specialized field (financial services)
• Industry-specific context: Financial services is a competitive and dynamic industry, offering ample opportunities for growth and learning
• Career path comparison: This role can serve as a stepping stone to more advanced positions in marketing, sales, or financial planning

ASSUMPTION: This role offers a unique opportunity to gain experience in a specialized field, with potential for growth and advancement in the future.

📝 Sample Projects

• Assisting in the creation and execution of marketing campaigns for clients and partnerships
• Researching industry trends and competition to inform marketing strategies
• Contributing to community outreach efforts and new associate orientation classes

ASSUMPTION: These projects are designed to provide candidates with hands-on experience in marketing and sales, while also contributing to the overall success of the team.

❓ Key Questions to Ask During Interview

• What are the most important qualities you're looking for in a candidate for this role?
• How does this role fit into the overall marketing and sales strategy for Wealth Management?
• What opportunities are there for growth and advancement within the company?
• How does Wealth Management support the professional development of its employees?
• What is the work environment like, and how does the team collaborate and communicate?

ASSUMPTION: Asking these questions will help candidates better understand the role, the company, and the team, allowing them to make an informed decision about their fit for the position.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant skills and experiences for this role
• Prepare examples of your communication skills and problem-solving abilities
• Research Wealth Management and be prepared to discuss why you are a good fit for the company
• Follow up with the hiring manager one week after submitting your application to express your interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.