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Job Description Data Analysis Inc. (DAI), the strategic management and services organization for the O’Neil family of companies, is seeking a Marketing Communications Specialist to support enterprise-wide marketing initiatives—with a primary focus on William O’Neil + Company and William O’Neil Securities. In this role, you’ll be a key contributor to the development and execution of marketing communications that drive brand awareness, support research and sales efforts, and align with the strategic goals of each entity under DAI. This is a dynamic role for a tech-savvy, proactive storyteller who brings both creative and strategic marketing expertise. You will be responsible for developing marketing collateral, supporting content creation, driving brand consistency, and contributing to campaigns that build awareness and generate leads for our institutional research sales team. From publishing institutional research to producing video content and using AI-powered tools, you’ll bring both creativity and technical fluency to the table. This is an exciting opportunity for a go-getter who thrives in a collaborative, fast-moving environment and wants exposure to multiple business lines across financial services, data, and digital solutions—all under one innovative umbrella. Compensation and Benefits • $80K to $90K depending on experience, • Full PPO Health and Dental, • Discretionary/Unlimited PTO, • Matched 401K, • A ton of corporate perks!, • Create and maintain marketing collateral, brochures, and branded materials to support sales and research distribution., • Collaborate with internal teams to ensure research reports and communications are published in alignment with brand and compliance guidelines., • Assist in developing and executing multi-channel marketing plans to drive awareness and generate leads and build brand loyalty., • Conceptualize and produce both AI-generated and traditional video content to help showcase insights and research thought leadership., • Stay current on marketing trends, tools, and emerging channels—including the use of AI and automation to scale messaging and campaigns., • Maintain website and intranet content, ensure relevancy and timeliness of content, • Track and analyze performance metrics using Google Analytics and other data tools to optimize outreach and content effectiveness., • Regularly curate performance data, generate insights, and present actionable recommendations., • Work closely with global teams (China, India, United Kingdom) on a regular basis – may require off prime-time hours periodically., • Bachelor’s degree in marketing, communications, or related field., • 3+ years of experience in marketing or communications, preferably in finance, research, or professional services., • Strong writing and design sensibility with attention to branding and voice., • Must be a storyteller and has strong sense for details., • Proficiency in digital marketing platforms and tools (e.g., HubSpot, Mailchimp, Canva, Adobe Creative Suite)., • Experience with video editing or working with AI-driven content creation tools is a plus., • Solid understanding of Google Analytics, SEO, and performance tracking., • Excellent project management and communication skills., • Excel at Microsoft 360 product suite (Word, Excel, PowerPoint), • Energetic, resourceful, and adaptable—you take ownership and get things done.Company DescriptionData Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.

Job Description About Company: Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. About the Role: The Marketing Intern will play a crucial role in supporting the marketing team by assisting with the development and execution of marketing campaigns that enhance brand awareness and drive customer engagement. This position offers hands-on experience in various marketing functions including content creation, social media management, market research, and data analysis. The intern will collaborate closely with cross-functional teams to help implement strategies that align with the company’s overall marketing goals. Through this role, the intern will gain valuable insights into the marketing industry, develop professional skills, and contribute meaningfully to ongoing projects. Ultimately, the Marketing Intern will help ensure that marketing initiatives are executed efficiently and effectively, contributing to the company’s growth and success. Minimum Qualifications: • Currently enrolled in or recently graduated from a degree program in Marketing, Communications, Business, or a related field., • Basic understanding of marketing principles and digital marketing channels., • Strong written and verbal communication skills., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Experience with social media management tools such as Hootsuite or Buffer., • Familiarity with graphic design software like Adobe Photoshop or Canva., • Knowledge of SEO best practices and content management systems., • Previous internship or work experience in a marketing or communications role., • Assist in creating and scheduling engaging content for social media platforms to increase audience interaction and brand visibility., • Support the marketing team in conducting market research and analyzing consumer data to identify trends and opportunities., • Help coordinate and execute email marketing campaigns, including drafting content and monitoring campaign performance., • Collaborate with team members to develop creative marketing materials such as blog posts, newsletters, and promotional flyers. The Marketing Intern will utilize strong communication skills daily to craft compelling content and engage with diverse audiences across multiple platforms. Analytical skills will be applied to interpret market research data and campaign metrics, enabling data-driven decision-making. Proficiency with digital tools and software will facilitate the creation and scheduling of marketing materials, ensuring timely and effective campaign execution. Collaboration and organizational skills will be essential for coordinating with team members and managing concurrent projects efficiently. Additionally, creativity and adaptability will be important for contributing fresh ideas and responding to the dynamic nature of marketing initiatives.

Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International Pkwy, Suite 1600, Plano, Texas 75093 Classification: Full-time; Exempt Summary / Job Objective: The Financial Advisor is a motivated individual who is relationship driven and seeks a long-term opportunity to help shape an already successful financial planning practice. Alongside our Plano team as a dually licensed financial professional, you will be responsible for caring for a specific group of clients, to develop new business, and to act ethically and honestly as a fiduciary, ensuring the client’s best interests are of primary importance. This person must be experienced in using retirement planning software and client relationship management (CRM) systems, as well as in leading retirement focused workshops and conducting appointments leading to new clients. A track record of referral business is also important to compliment the leads that Simplicity Guardian will provide. Essential Job Functions: · This position requires approximately 25% overnight and multiday travel regionally and nationally · Ability to lift a maximum of 30 pounds, seminar materials Primary Responsibilities: · Taking prospective new clients through a thorough fact-finding and needs analysis process, getting to know their goals, priorities, etc. · Developing and presenting unique comprehensive wealth management/income plan · Regularly monitoring plan(s) to make sure clients are on track with their goals · Reviewing client’s plans yearly to make sure they keep on track to meet goals and objectives · Responding to client requests for service and trouble-shoots service issues · Adhering to compliance policies and procedures · Supporting team as needed with the company’s entire client base Qualifications: · Bachelor’s degree · 3 years’ experience in the financial industry · Health and Life license, or ability to obtain one within a short time frame, is required · Securities licensed, series 65 is required · Have a satisfactory background check and a clean compliance record · Strong knowledge of financial planning, investment strategies, and risk management · Preferred experience in 403(b) retirement plans · Proficiency in technical accounting principles and practices · Excellent mathematical skills and ability to analyze complex financial data · Familiarity with wills, trusts, and estate law is a plus · Previous experience in financial services, public accounting, or banking is preferred · Proven track record of achieving sales targets or building a client base Core Competencies: · Strong interpersonal and communication skills to effectively interact with clients · Ability to explain complex financial concepts in a clear and understandable manner · Proficient in using financial software and tools for data analysis and reporting · Regularly monitoring plan(s) to make sure clients are on track with their goals · Provide exceptional customer service and address any client concerns or questions · This position requires approximately 25% overnight and multiday travel regionally and nationally · Ability to lift a maximum of 30 pounds, seminar materials Compensation & Benefits: Compensation (based on experience) • Annual base salary: $50,000 - $60,000, • Annual Variable Compensation: estimated $60,000 - $80,000+, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.