Financial Advisor – Marketing Specialist

🕒 May 25

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Clients Blackbox, Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2021

🤝 B2B

💸 Finance

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

• **About Clients Blackbox** • Clients Blackbox is a performance marketing agency that specializes in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has generated over $45 billion in AUM pipeline for financial advisors across the country. • We operate with a performance-first mindset. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the math work for their practice. When we hit these metrics, everyone wins. We're going through a massive growth period and looking for a Senior Paid Media Strategist (aka Financial Advisor Marketing Specialist) who owns their accounts end to end. • **The Opportunity** • This is not an execution-only role. You will own a portfolio of client accounts, running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for your clients. You are the strategist and the doer. If you want to hide behind a project manager and just push buttons in Ads Manager, this is not the role for you. • You'll report to the Associate Director of Operations and have direct responsibility for client retention and results. • **Role and Responsibilities** • *Client Ownership* • - Own client accounts and serve as the primary point of contact • - Run bi-weekly client calls to review performance, discuss strategy, and align on next steps • - Send bi-weekly performance reports 24 hours before scheduled calls • - Build trust and relationships that drive renewals and referrals • *Paid Media Execution* • - Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking • - Manage campaign budgets, audience targeting, bid strategies, and creative testing • - Monitor daily performance and make adjustments to hit cost per appointment targets • - Troubleshoot underperforming campaigns and develop intervention strategies • *Copy and Creative Strategy* • - Write ad copy and video sales letter scripts for financial services audiences • - Develop hooks, angles, and messaging variations for testing • - Collaborate with video editors on creative production • - Use AI tools to accelerate copywriting while maintaining quality • *Technical Setup* • - Set up tracking, pixels, and conversion events • - Configure Calendly integrations, Zapier automations, and lead routing • - Troubleshoot technical issues between ad platforms and client systems

🎯 Requirements

• *Required Experience* • - 5+ years of experience in paid media, specifically Meta advertising • - Experience managing multiple client accounts simultaneously • - Proven track record of hitting performance targets and retaining clients • - Strong copywriting skills with ability to write compelling ad copy and scripts • - Experience with conversion tracking, pixels, and basic marketing automation • *Preferred Experience* • Experience in the financial services vertical. Understanding of lead generation and appointment-setting campaigns. Familiarity with video sales letter marketing methodology. Experience with high-ticket, considered purchase funnels. • *Skills and Attributes* • You take ownership. When something breaks, you fix it. You don't wait for someone to tell you what to do. Strong communicator who can explain performance data to non-technical clients. Detail-oriented but able to move fast. Comfortable with direct client interaction and accountability for results. You want to be the person responsible, not one of three people sharing responsibility.

🏖️ Benefits

• - Paid Time Off (Vacation, Sick & Public Holidays) • - Training & Development • - Work From Home • - Flexible Schedule • - Performance Bonus