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Summer Intern - Digital Marketing

Employer
FORM Wealth Advisors
Location
Lake Geneva
Salary
Competitive

Job Type: Seasonal Full Time

OVERVIEW

Basics About the Position and Company

COMPANY SUMMARY: Our Philosophy

At FORM, we utilize a discretionary management approach to best serve our clients. Therefore, we only work with clients that agree to a discretionary account relationship where FORM selects the portfolio that is best suited to the client's financial goals, investment objectives, time horizon and risk tolerance. All new potential client accounts or additional accounts from existing client relationships must be approved in advance by the Senior Wealth Advisor(s).

At FORM, we provide a "high touch service" experience for all our clients. We have developed a proprietary service model, called Total Relationship FORMula . Our team will adhere to the time-tested service standards and processes established by FORM when working with the clients.

JOB SUMMARY: Basic Overview

This position is to assist the team in a variety of tasks. In so doing, the intern will be given invaluable experience and knowledge about FORM policies, procedures, and culture, as well as hands on experience in the digital media and marketing space.

QUALIFICATIONS/SKILLS: Considered for This Position

1-3- years of experience or Enrolled in College seeking a related Degree

Experience with digital media creation

Detail oriented

Bachelor's Degree, Associates Degree or working towards a degree (current college students encouraged to apply)

Alignment with the FORM Philosophy

JOB RESPONSIBILITIES

What This Position Is Uniquely Responsible For

Design of social media posts

Video editing

Presentation template creation

Website Editing

Visual content development and creation

Answering phones and assisting with receptionist duties as needed

Assisting with back-office operations

Assist with mass mailings

General office duties

Understanding the Raymond James industry/compliance process.

Gain a general understanding of the firm's philosophy and how they conduct business

EXPECTATIONS: How This Position Will Be Evaluated

Success will be measured on:

Responsibilities - have you completed the responsibilities assigned to you?

Individual Goals - how are you progressing on your goals?

Behaviors - how have you acted performing your job and getting to your goals?

Alignment - how aligned are you with FORM's philosophy and core values?

o Wisdom

o Accountability

o Service

o Honesty

PHYSICAL REQUIREMENTS:

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

COMPENSATION:

Interns will be compensated hourly with the potential for an end-of-summer bonus.

No job description can possibly list all the duties and responsibilities that may be requested by clients or required by the firm. The objective of all positions is to promptly provide the services personally or to immediately refer requests to the appropriate manager.

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