Advisor, Marketing Consultant

🕒 vor 27 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $88.000 - $100.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🎡 Marketing

👻 Geisterscore 0%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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Wealth Enhancement Group

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 1997

💸 Finanzen

🛡️ Versicherung

💰 €736.300 Funding Round im 2022-02

Finance • Insurance

Im Jahr 1997 stellten vier Berater, die sich ein Büro teilten, fest, dass sie auch einen grundlegenden Glauben teilten: Die Finanzdienstleistungsbranche benötigte eine neue und bessere Methode, um Kunden zu beraten - eine, die den Stress im finanziellen Leben ihrer Kunden reduzieren würde. Sie gründeten eine Firma, die umfassende Finanzberatung aus einer Hand bieten würde, sodass Kunden sich nicht mit der Verwaltung mehrerer Finanzbeziehungen, komplexen Entscheidungen oder der Koordination unterschiedlicher Konten befassen müssen. Diese Idee hat sich zu dem entwickelt, was wir als Roundtable™ bezeichnen, unser Team aus Spezialisten und Beratern in sechs Kernbereichen des Vermögensmanagements. Wir glauben, dass dieses Team, gepaart mit unserem 3-stufigen UniFi™-Prozess, sicherstellt, dass Ihr finanzielles Leben organisiert, umfassend und unkompliziert ist, was Ihnen ermöglicht, selbstbewusstere Entscheidungen zu treffen und weniger gestresst beim Umgang mit Ihrem Vermögen zu sein. Wertpapiere werden über LPL Financial angeboten, Mitglied der SIPC (www.SIPC.org). Beratungsdienstleistungen werden über Wealth Enhancement Advisory Services, ein registrierter Anlageberater, angeboten. Wealth Enhancement Group und Wealth Enhancement Advisory Services sind separate Einheiten von LPL Financial.

Beschreibung

• Support a portfolio of financial advisor teams across the Northeast region • Develop and manage annual marketing plans and budgets aligned with advisor growth goals and regional priorities • Translate plans into advisor commitments, client and prospect activities, timelines, owners, and measurable outcomes • Recommend marketing-budget usage, monitor utilization, and redirect spending when needed • Guide advisor teams in selecting suitable marketing programs, campaigns, tools, and services • Build trusted relationships and lead structured, growth-focused consultations • Challenge ineffective approaches, gain commitment to next steps, and hold teams accountable • Document risks and escalate stalled engagement or unresolved barriers to leadership • Review performance using Salesforce, firm dashboards, and approved reporting tools • Analyze net flows, Advisor Channel Inflows, client acquisition, retention, referrals, advisor activity, and marketing-strategy adoption • Use Salesforce to review advisor and client information, create targeted lists, support campaign decisions, and improve follow-up • Monitor vendor effectiveness and identify opportunities to redirect resources toward higher-impact activity • Identify successful advisor practices and translate them into reusable guidance • Co-own advisor accountability with Practice Management and coordinate with Advisor Marketing Specialists • Partner with Corporate Marketing, M&A marketing, onboarding teams, and other functional partners • Represent advisor marketing needs and regional growth opportunities in cross-functional forums • Maintain meeting notes, decisions, commitments, owners, risks, next steps, and advisor marketing plans in designated systems • Present regional insights, risks, opportunities, and recommendations to executive leadership approximately one to two times annually • Present to larger advisor audiences, including the Advisor Summit and company calls • Test and help scale approved AI-enabled tools and content approaches • Recommend improvements to scalable marketing programs • Own selected department projects, campaigns, pilots, and new client offerings • Travel approximately four to six times annually, including the department retreat, Advisor Summit, and advisor-team visits

🎯 Anforderungen

• Five or more years of experience in marketing, sales enablement, practice management, field marketing, client success, or a related client-facing role • Ability to manage a portfolio of stakeholder or client relationships and concurrent priorities with limited oversight • Ability to influence and gain commitment to action • Comfort interpreting dashboards and business performance data, using CRM information to investigate opportunities, and translating findings into clear recommendations • Strong facilitation, presentation, and executive communication skills, including presenting to senior leaders and large advisor audiences, virtually and in-person • Ability to prioritize opportunities by business impact, establish accountability across stakeholders, and move complex issues toward resolution • Experience working across sales or advisor teams, marketing departments, and other corporate functions • Proficiency with CRM, reporting, project-management, and Microsoft 365 tools • Bachelor’s degree in marketing, communications, business, or a related field, or equivalent professional experience • Experience in wealth management, a registered investment adviser, financial services, or a similarly regulated industry (Preferred) • Experience supporting financial advisors, sales professionals, or a distributed field organization (Preferred) • Experience with Salesforce or a comparable CRM platform (Preferred) • Experience using AI-enabled marketing or productivity tools within approved business controls (Preferred) • Candidates should ideally work in the Eastern or Central time zone • Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Vorteile

• Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Employer-paid and voluntary life and AD&D insurance • Employer-paid short-term and long-term disability • Workers compensation • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually; 25 PTO days after 4 years of service • 12 paid holidays each year, including 10 pre-determined and 2 floating days • Paid parental leave • Paid caregiver leave after 6 months of tenure • Tuition, licensing, and other credential reimbursement after meeting service requirements