We are seeking a dynamic, motivated and efficient Marketing and Life Insurance Associate to join our expanding team at HDCI.       

Hochheiser, Deutsch and Company is a multi-generational wealth management firm, specializing in financial planning for high-income families and businesses. 

The ideal candidate for this role will cultivate and execute our marketing initiatives, utilizing both existing strategies and developing new touchpoints. This position requires a blend of creativity and analytical skills to effectively communicate our brand message and engage with clients, prospects, and centers of influence.

• Create engaging content for various platforms, including social media, email newsletters, and promotional materials.
• Assist in the development and execution of marketing campaigns to promote our various financial processes and services
• Organize and manage our annual client event schedule

The life insurance aspect of this position entails ongoing administration and client service centered around the insurance side of our business. 

Involvement in ongoing client service, building relationships with our clients

Collaboration as part of the financial planning process, learning the different approaches to life insurance and how we utilize it to maximize 

Lead role in the administration of new business applications

Experience Required

Previous experience in marketing or a related field is preferred but not required.

• Strong communication skills, both verbal and written, are essential for success in this role.
• Familiarity and experience with life insurance is a plus.

A proactive approach to problem-solving and the ability to work independently as well as part of a team.

A college degree is required.

Join us as we continue to grow both our business and our brand within the community.