Integrated Marketing Specialist
EP Wealth Advisors
- Salary
- $80k - $100k
- Experience
- 4+ yrs
- Location
- United States
- Job type
- Full-time
Required skills
- Salesforce
- Pardot
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Monday.com
- Claude
About the role
Bachelor's degree; 4+ years marketing or project management experience; Salesforce required; Microsoft Word, Excel, PowerPoint, Outlook proficiency; familiarity with project management apps and AI tools; strong communication and organizational skills.
About EP Wealth Advisors
Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
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