Executive of Marketing and Public Relations

The mission of this full-time position is to serve as the dedicated operational and marketing partner, supporting a senior Financial Advisor, clients, and nonprofit parters. This role manages all aspects of event planning, client communications, and marketing content from inception through completion, ensuring every deliverable meets the highest standards of professionalism and regulatory compliance.

Through proactive engagement with clients, nonprofit partners, and vendors, this position strengthens key relationships, drives community impact, and ensures all public-facing content and marketing materials are properly approved and effectively distributed.