Marketing Intern

Drake & Associates

Posted 2 months ago

Internship

Waukesha, Wisconsin

In Person

Smart Summary

Responsibilities

The intern will collaborate with the marketing team to plan and execute campaigns while assisting with administrative tasks and event coordination. They will also utilize CRM software to generate reports and maintain marketing materials inventory.

Qualifications

You are currently pursuing a Bachelor's degree in Marketing, Business, or a related field. You should possess strong organizational, analytical, and communication skills, with comfort in using Google Workspace or Microsoft Office. Classroom experience in Marketing, Business, or Finance is also expected.

Must Have Skills for ATS

CRM software

Google Workspace

Microsoft Office

Job Description

Drake & Associates is a dynamic financial planning firm dedicated to providing our clients with exceptional financial guidance and delivering the ultimate client experience, based in Waukesha, WI. We are rapidly expanding and looking for outstanding individuals to join our team and help us continue our growth.

We are looking for “A” players who want to learn and become part of a fast-paced, growing firm. This is a flexible, full or part-time intern opportunity.

Are you looking to explore a career in marketing and gain hands-on experience in a professional environment? As a Marketing Intern, you’ll gain hands-on experience working closely with our marketing team to help you explore various facets of marketing within a professional services environment. You’ll have the opportunity to contribute to meaningful projects while sharpening your creative, analytical, and organizational skills to support your future career growth.

This internship is a great opportunity to apply what you’ve learned in class, build your professional skills, and discover which areas of marketing you’re most passionate about.

What You’ll Do

  • Collaborate with team members to brainstorm, plan, and execute marketing campaigns and initiatives.
  • Assist with administrative tasks, coordination of workshops and client events. 
  • Maintain marketing materials inventory.
  • Utilize Customer Relationship Management (CRM) software to generate reports.

What We’re Looking For

  • Currently pursuing a Bachelor’s degree in Marketing, Business, Public Relations, or a related field.
  • Strong organizational, interpersonal, and time-management skills.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Comfortable using Google Workspace or Microsoft Office.
  • Classroom experience in one or more of the following areas: Marketing, Business, or Finance.

Drake & Associates

Tony Drake, CFP® created Advisor Edge with one mission: To provide education, innovative marketing opportunities, advanced sales strategies and support to independent financial professionals. With this mission in mind, Tony goes out of his way to personally mentor each producer, one of which witnessed over 400% growth in one year. Advisor Edge with Tony Drake, in partnership with Advisor Growth Tech (AGT), is Simplicity’s latest program extension on our never-ending journey to help advisors reach their dream practice. This new, game changing platform is the next step above AGT and offers opportunities for growth unlike anything else in the industry. Take Your Business to the Edge of Innovation Advisor Edge offers an all-inclusive program that allows you to run and grow your entire business without sacrificing time and quality. Tony Drake’s program makes it easy to expand your client base and brand awareness by: Sales Process: Discover the leads you’ve missed through the Advisor Edge premiere Automated Marketing Software and attract more prospects through media presence across all facets. Business Management and Training: Custom tailored training and mentoring for all your business. From presenting to clients, sales meetings, to back office support, Tony Drake will help you and your business rise to new heights. Marketing Creative Key: Get a unique and effective brand that best represents you and your business all while encompassing the most productive tools and elements. If you are accepted into Advisor Edge, you can take comfort knowing Tony and his staff will support every aspect of your business. ** For financial advisor and insurance agent use only. Not intended for the general public. **
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