Expedition Wealth Management

Expedition Wealth Management

Financial Services

West Des Moines, Iowa 285 followers

Your Guide on Life's Financial Journey

About us

At Expedition, we'll help guide you through some of the most important decisions in your life. Our first priority is helping you take care of yourself and your family through every season of life. We want to learn more about your personal situation, identify your dreams and goals, and understand how your money is working for you. Our team is built on the idea of defense and minimizing risk. We make sure you don't take unnecessary risk with the hard-earned money you've worked for. When you visit with us, you won't feel pressured, you'll feel like family. We'll help you plan for investment, income, tax, health care and legacy planning. Contact us today to learn more! Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.

Website
http://expeditionwm.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
West Des Moines, Iowa
Type
Privately Held

Locations

  • Primary

    1200 Valley West Dr

    Suite 502

    West Des Moines, Iowa 50266, US

    Get directions

Employees at Expedition Wealth Management

Updates

  • Growth and Change is exciting and we are continuing to add to our team! https://lnkd.in/gRjbg6c9 We are looking for a highly energized and creative Marketing Manager with a strong work ethic who will thrive in a busy environment to lead all branding, social media and marketing campaigns. The Marketing Manager will be in charge of representing Expedition Wealth Management across all social media channels to help establish the voice of the brand. Our office is open Mon-Sat and a typical work week can range from 40-50 hours per week, with an average of around 45. This person will also be asked to work 1-2 Saturdays per quarter with typical Saturday hours of 9AM-1PM. Responsibilities • Assist in ensuring the integrity of our brand identity by maintaining brand standards and consistency of messaging across all marketing and social media channels • Create bi-monthly newsletter • Develop marketing strategies to meet growth objectives and build an online community • Establish and manage the marketing budget • Analyze engagement data, identify trends in customer interactions and report to management on marketing activity/effectiveness • Maintain the current company website and make updates as needed • Work collaboratively with the Client Experience and Event Manager to create engaging events that coordinate with marketing campaigns • Assist the Client Experience and Event Manager by attending and helping at larger client events Education • Bachelor's Degree in Marketing, Communications or related field or minimum of 5 years in a marketing role Knowledge, Skills & Experience • Proficient in Microsoft Word, Excel, PowerPoint and Canva or Adobe • Experience in CRM and marketing automation tools • Excellent verbal and written communication skills • Must have strong organization skills, excellent attention to detail and a focus on accuracy • Good judgement with the ability to make timely and sound decisions • Able to set clear and measurable objectives and achieve them • Versatility, flexibility and a willingness to work within constantly changing priorities • Effectively balance multiple priorities at a high quality level while meeting deadlines • Exceptional interpersonal skills to handle sensitive situations, build relationships and work well in a team environment Compensation $50,000 - $65,000 per year, based on experience Position Type Full-Time Benefits Bonus Potential & Profit Sharing Matching Retirement Plan Health Insurance Paid Vacation and Holidays Free access to workout facility and racquetball courts #marketing #wealthmanagement #branding #socialmedia #growth

    LinkedIn

    LinkedIn

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  • What is going on with the economy? Hot-button topics like the stock market, inflation, interest rates, recession, tariffs, etc., are leaving many people with concerns. Join us on Friday, January 24th at 2 PM to discuss what is going on in the economy, what is in store for 2025, and effective strategies during this volatile time. To register, give us a call at (515) 777-2041. You can attend in-person or virtually. There's only a few spots left in-person, so give us a call before it's sold out!

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  • Happy New Year! 🎉 We'd like to take a quick moment to thank our clients for all of the trust and support they have shown us this past year. Here's to a happy & prosperous New Year... cheers to 2025! 🥂 One of our resolutions in the coming year is to continue to deliver you a total WOW experience in every way. What is your New Year's resolution? Comment below! #ExpeditionWealthManagement #HappyNewYears #NewYearsResolution

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  • What is going on with the Economy? Hot-button topics like the stock market, inflation, interest rates, recession, tariffs, etc., are leaving many people with concerns. Join us on Friday, January 24th at 2 PM to discuss what is going on in the economy, what is in store for 2025, and effective strategies during this volatile time. To register, give us a call at (515)771-2041. You can attend in-person or virtually. #ExpeditionWealthManagement #EducationalEvent

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  • Holiday festivities with all our amazing colleagues! 🥂 The Expedition Wealth Management team, and their plus ones, had a jolly time last night at Johnny's Italian Steakhouse for the annual Christmas party. A special thanks to this amazing team as they work hard to wrap everything up before the end of the year. 🎁 We look forward to what 2025 has in store for us! #ExpeditionWealthManagement #WorkChristmasParty

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  • 🎵 “O Christmas Tree…O Christmas Tree…How lovely are your branches” 🎄 We’re giving away a Holiday Prize Pack! Follow us on Facebook and spruce up our page by posting a photo of your Christmas tree in the comment section by Friday, December 20th! The more the merrier! We will randomly select a winner from all who post a photo and announce the winner on Christmas Day! Best of luck to all who participate! #ExpeditionWealthManagement #ChristmasTree

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