Note: The job is a remote job and is open to candidates in USA. Mount Ararat Financial Services LLC is a fully virtual fee-only registered investment adviser delivering holistic private wealth advisory services. They are looking for a creative and goal-driven intern to market and sell their Fractional Chief Investment Officer Service to investment advisory firms across the nation.
Responsibilities
- Carry out the firm’s B2B digital marketing initiatives
- Initiate outbound outreach to firms in Mount Ararat Financial Services’ target market
- Co-host complimentary consultations with prospective clients via Zoom
- Perform other duties as assigned by David NANIGIAN, Ph.D., MBA, CIMA®, CPWA®, CFP® to stimulate growth in the level of revenue generated by the firm’s Fractional Chief Investment Officer Service
Skills
- Commitment to a culture of service excellence
- Growth mindset, including a genuine desire to learn and apply the techniques of trust-based selling through employer-paid training by Ari Galper
- Currently pursuing or recently completed an undergraduate-level or graduate-level degree program in business, marketing, communications, or a related field
- Basic understanding of investments and the domestic financial services industry
- Strong ability to effectively communicate with diverse stakeholders
- Eagerness to accomplish revenue-based goals
- Uphold the highest standards of ethical conduct, which includes an agreement to follow the Investments and Wealth Institute's Code of Professional Responsibility as a precondition of employment
- Must be able to respond to emails and voicemail messages at least once every business day during normal business hours
- Must be able to perform work from a quiet and distraction-free location
- Must have access to a secure, reliable, and high-speed internet connection
- Proficiency in using Zoom and Adobe Acrobat, along with Microsoft 365 and Google Workspace applications
- Ability to quickly learn new software and web-based applications that are relevant to the performance of the essential job functions of the internship position
Benefits
- Bonuses based on the amount of revenue generated by the firm’s Fractional Chief Investment Officer Service
- Employer-paid training by Ari Galper
Company Overview