Jobs · OTHR · New Jersey

Newfoundland

Life Cycle Financial Planning · Newfoundland, NJ · 2 mo ago
OTHRFull-time
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AdvisorNet Communications™ provides full-service online marketing solutions tailored for financial advisors, including website development, automated e-newsletters, client service tools, and IT support.

About the role

We help financial advisors automate their marketing and client service processes, allowing them to focus on business growth activities like client meetings. Our team builds, updates, and manages online marketing systems while providing training and compliance support as needed.

Responsibilities

  • Discuss financial advisor practices and identify marketing technology challenges during discovery meetings
  • Demonstrate how to leverage AdvisorNet systems to automate online marketing strategies
  • Build and update online marketing solutions (websites, e-newsletters, e-cards, etc.)
  • Provide training for administrative staff on system usage
  • Handle compliance review tasks when necessary
  • Manage domain registration and business email services
  • Implement email encryption and cybersecurity measures
  • Maintain client service tools including portfolio access, online scheduling, and financial calculators

Services

  • Professional website development and management
  • Automated e-newsletter creation and distribution
  • Birthday e-cards for client relationship management
  • Domain management services
  • Business email hosting with encryption
  • Microsoft 365 integration
  • Online data backup solutions
  • Password management tools
  • Secure client file uploads

Company background

Since 1996, AdvisorNet Communications™ has been a leader in full-service online marketing for financial advisors. We have created and managed websites and e-newsletters for over 1,300 financial and insurance advisors.

Client testimonials

  • Nainesh Shah: "Very prompt and excellent service from AdvisorNet team"
  • Bryan Maltby: "AdvisorNet has provided us with excellent, timely and personalized service. They have been integral to our business' technological growth over the last 20 years."
  • Carlos Garcia: "Really good service"
  • Allan Wright: "AdvisorNet does a great job of making me look good to my clients!!! They have the whole customer satisfaction experience dialed in! I receive numerous compliments from my clients on both my website and newsletter. Well done, excellent service and value."
  • Chantal Mackenzie: "Great experience. Few glitches getting the links set up and the email capacity correct but they were so responsive upon pointing out the issues that I can't even count that against them. They were also very proactive ensuring that I knew how to set up my emails and were there to walk me through the set up. Very happy thus far with my experience."
  • Larisa Wells: "Great services and prompt support, great value offered."

Overall rating: 5.0 from 165 Google Reviews

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