Marketing Coordinator – Wealth Management

Who We Are:
We’re a boutique wealth management firm in Bellevue with a simple goal: help clients grow and protect their wealth, while making the experience personal and approachable. Our team is collaborative, passionate, and driven—and we’re looking for a creative Marketing Coordinator to help bring our brand and messaging to life.

The Role:
As our Marketing Coordinator, you’ll be the go-to person for executing campaigns, managing content, and keeping everything running smoothly. This is a hands-on role where your creativity, attention to detail, and organizational skills will make a real impact every day.

What You’ll Do:

Assist with marketing campaigns that engage clients and grow our brand

Create and schedule content for newsletters, social media, blogs, and website

Help plan and coordinate client events, webinars, and community programs

Support digital marketing initiatives, including email campaigns and social media

Track and report on marketing performance, helping optimize campaigns

Work closely with advisors and the marketing team to maintain consistent messaging

Who You Are:

1–3 years of marketing experience, ideally in financial services, professional services, or related fields

Strong written and verbal communication skills

Organized, detail-oriented, and able to manage multiple projects

Curious, creative, and eager to contribute ideas

A Washington State resident

Why You’ll Love Working Here:

Be part of a small, collaborative team where your contributions matter

Hands-on role with opportunities to learn and grow in marketing and wealth management

Competitive pay and benefits

Ready to Join?
If you’re a marketing professional in Washington State who’s excited to make an impact, we’d love to hear from you!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.