March 26, 2024

Event Planner / Client Concierge

ArkWise Wealth, Ameriprise Financial Services LLC Charlottesville, Virginia

This person takes responsibility for scheduling, strategic communications, and event planning for a dynamic financial planning practice based in Charlottesville, Virginia. Lead strategic email communications with clients and prospects • Draft client/prospect emails & event invitations • Maintain and submit records of email and print communication to compliance is preferred There are no significant physical demands other than the endurance required to deal with the fast pace and stresses. Work Environment:

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