Financial Advisor, Marketing Specialist

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $65k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 24%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Clients Blackbox, Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2021

📣 Marketing

🤝 B2B

💸 Finance

Marketing • B2B • Finance

<Clients Blackbox, Inc. > is a performance branding and demand-generation agency that partners with Registered Investment Advisors (RIAs) to acquire high-net-worth, pre-retiree clients through education-first digital marketing. They provide a fully managed, done-for-you service including video scripting, content creation, proprietary targeting (including HNW datasets), real-time optimization, and RIA-focused compliance-aware processes. The company emphasizes measurable ROI and brand equity growth, touting Meta Business Partner status and tracked metrics from extensive ad testing and appointment generation.

📋 Description

• Own a portfolio of client accounts and serve as the primary point of contact • Lead bi-weekly client calls covering performance, strategy, priorities, and next steps • Prepare and send bi-weekly performance reports at least 24 hours before scheduled calls • Translate campaign data into clear, actionable recommendations for non-technical clients • Build strong client relationships that support retention, renewals, and referrals • Solve account issues proactively to support stability and growth • Build, launch, and optimize Meta campaigns focused on lead generation and appointment booking • Manage budgets, audience targeting, bid strategies, creative testing, and campaign variables • Monitor performance daily and make adjustments based on cost-per-appointment and other key metrics • Diagnose underperforming campaigns and develop strategies to improve results • Test audiences, messaging, and creative to identify opportunities for stronger performance • Contribute to ad copy and campaign messaging • Set up and troubleshoot tracking, Meta pixels, and conversion events • Configure Calendly integrations, Zapier automations, and lead-routing workflows • Resolve technical issues between advertising platforms and client systems • Proactively monitor tracking and lead flow to prevent issues from affecting client results • Report to the Associate Director of Operations and remain accountable for client results, relationships, and retention

🎯 Requirements

• 4+ years of hands-on paid media experience, with a strong focus on Meta advertising • Experience simultaneously managing multiple client accounts and leading client-facing conversations • Proven ability to manage campaigns toward defined performance targets while supporting client retention • Experience with conversion tracking, pixels, and basic marketing automation • Strong communication, organization, and problem-solving skills • Preferred: Financial services marketing • Preferred: Lead-generation and appointment-setting campaigns • Preferred: Video sales letter marketing • Preferred: High-ticket or considered-purchase funnels • Preferred: Direct-response advertising

🏖️ Benefits

• Paid Time Off, including vacation, sick time, and public holidays • Training & Development • Work From Home • Flexible Schedule • Performance Bonus