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Summer Intern - Digital Marketing

Company: FORM Wealth Advisors
Location: Lake Geneva
Posted on: November 25, 2022

Job Description:

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. - -

Keywords: FORM Wealth Advisors, Kenosha , Summer Intern - Digital Marketing, Advertising , Lake Geneva, Wisconsin

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