Engagement Coordinator

Engagement Coordinator

PERSPECTIVE WEALTH ADVISORS

About the Role

Perspective Wealth Advisors is a growing, wealth management and tax planning firm in Loveland, CO. We’re building out our marketing and client engagement systems — and we need a sharp, reliable person to help us do it.

This is a hands-on helper role. You’ll work directly alongside our team to execute on the things that move the needle: making follow-up calls, helping build email and drip campaigns, supporting content creation, and keeping our marketing operations running smoothly. We’ll give you clear direction — your job is to run with it.

What You’ll Do

Build & Execute Marketing Operations

• Help build out email drip campaigns and automated sequences in HubSpot — we have the strategy, we need someone to make it real.
• Support webinar and workshop logistics: registration pages, reminder emails, post-event follow-up sequences, and attendee tracking.
• Keep HubSpot contacts clean — accurate records, proper tagging, no stale or duplicate entries.
• Help organize and maintain our content calendar so posting stays consistent across channels.

Follow-Up Calls & Outreach

• Make follow-up calls to warm leads — people who attended a workshop, registered for a webinar, engaged with our content, or came through a referral.
• When a client or partner sends us a name, you’re the one who calls, emails, and gets them scheduled with the right advisor.
• Follow up with prospects who haven’t yet booked — close that gap between interested and scheduled.
• These are not blind cold calls. You’ll have context and something real to talk about.

Content & Social Media Support

• Help film short-form video content with our advisors — set up the shot, keep things moving, stay organized.
• Post and recirculate content across LinkedIn, Instagram, Facebook, and YouTube.
• Surface engagement signals — who’s commenting, clicking, following — and flag warm leads for the team.

General Team Support

• Jump in where needed. Some weeks that’s research, some weeks it’s printing workshop materials, some weeks it’s helping prep for a client event.
• You’re part of a small team — flexibility and a willingness to pitch in on whatever matters most that day goes a long way.

What We Offer

• $25–$30/hr with room to grow as the role evolves.
• A part-time, in-office role (15–25 hours/week) in Loveland, CO with real potential to expand for the right person.
• A ground-floor seat at a firm that’s actively building its growth engine — your fingerprints will be on it.
• Direct mentorship from our founding team. You’ll learn how a wealth management firm actually grows.
• A team that values hustle and capability over credentials.

Additional Disclosures

The above statements reflect the principal functions of the occupation described. They shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation. 

Perspective Wealth Advisors reserves the right to alter, amend, change, or terminate any responsibilities or other information provided in this job description at any time, with or without notice.

Benefits Include: Health (medical, dental, and vison), generous paid time off, sick leave, bereavement, and 9 federal holidays. Additionally, after 6 months of employment PWA offers a 4% 401(k).

Physical Requirements: The physical requirements for this in-person office job include the ability to sit for extended periods, use hands for tasks such as typing, handling documents, and operating office equipment, as well as reach with arms and hands. Clear communication through talking and hearing is essential, and close visual acuity is required for tasks like analyzing data, transcribing, using a computer, reading printed materials. The role also demands the ability to adjust focus for both close and distance vision, color vision, and peripheral vision.

EOE Statement: Perspective Wealth Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

• Conditions of Employment: Candidates must successfully complete all pre-employment screenings and employment eligibility verification. Pre-employment screenings include a background and national sex offender search