Marketing Director \ Marketing Coordinator

Updated on: 07 Nov 2017
Flexible Permanent, 30 hrs/wk Rice University
Houston, TX, United States

MARKETING DIRECTOR: Full Time\Part Time - Salary

• Investment planning and management
• Trust and estate planning services
• Risk management
• Credit and banking needs through Bank of America
To learn about the Sharpe Group and team bios, visit this link.

• Undergraduate degree preferred, minimum of 1+ years professional or relevant internship experience required.
• Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations.
• Knowledge of investment and banking products, policies, & procedures is required.
• Strong client service & technical skills (MS Word & Excel).
• Strong communication, time management, and organizational skills are required.


Par time marketing position with a wealth management team at the Merrill Lynch Houston Galleria Office.

 Responsibilities Include:

• Help team market upcoming seminar events
• Setting appointments
• Learning about financial planning and wealth management tools
• Meet with professionals in an array of industries (oil & gas, banking, law, tax, real estate)

Desired skills


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