About this role
Director Marketing at Kestra. Location: Woburn or Barnstable or Plymouth. Role: organizing events, managing marketing, coordinating vendors Requirements: Bachelor's preferred; 2+ years in financial services or wealth management; Series 65 required; CFP preferred; CPA a plus; eMoney, Salesforce, Black Diamond, and Microsoft Office proficiency; strong client service and communication skills. Category: Marketing Seniority: Entry Level Tools: eMoney, Salesforce, Black Diamond, Microsoft Office Certifications: series 65, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English