Advisor Marketing Specialist

🔥 10 minutes ago

🇺🇸 United States – Remote

💵 $68k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎡 Marketing

👻 Ghost score 0%

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Act as the day-to-day marketing lead for 8–10 advisor teams • Conduct proactive campaign planning sessions aligned with team-level business goals • Partner with Advisor Marketing Consultants on regional growth priorities • Support advisor teams in executing marketing goals and initiatives, with a strong focus on event coordination • Align advisor team marketing plans with corporate marketing offerings and growth initiatives • Use the Advisor Marketing Platform for events, email, and social strategies • Pull Salesforce reports, analyze dashboards, present client data, create campaigns, and report results and final budgets • Lead campaign planning and execution using FMG Suite, Canva, Wistia, Wrike, and Salesforce • Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications • Collaborate with Creative, Brand, Web, and Compliance teams for timely asset execution and approval • Track results and share post-campaign insights and optimizations • Leverage AI tools to increase content speed and streamline recurring marketing processes • Build relationships with financial advisors and identify success stories and best practices • Serve as the central knowledge hub for assigned teams’ marketing strategy and execution • Keep internal stakeholders informed of campaigns, blockers, and advisor feedback • Document work and processes, and educate and train advisors and staff on marketing recommendations, collateral, and tools • Research marketing ideas and trends and make recommendations • Own advisor enablement projects as needed • Participate in team meetings, creative brainstorms, and campaign showcases • Contribute to new tools, templates, and campaign frameworks • Identify opportunities to scale successful ideas across advisor teams • Use approved AI and digital tools to improve service quality and efficiency while validating accuracy, privacy, and business alignment • Identify and escalate inaccurate information, knowledge gaps, and digital-tool issues

🎯 Requirements

• Bachelor’s degree (or equivalent experience) in marketing, communications, or a related field • Minimum of 3 years in marketing or sales enablement preferred • Financial services marketing experience beneficial, but not required • Strong project management, communication, and relationship-building skills • Good working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint • Ability to function in Wistia, Wrike, Canva, and FMG Suite is a plus • Ability to learn new applications, technologies and AI quickly • Proficiency in working with CRM systems required; Salesforce a plus • Ability to manage multiple team relationships and priorities concurrently • Excellent writing, visual storytelling, and content development skills • Travel 2–7 times per year to support team initiatives and events • Candidates must be located in either the EST (preferred) or CST time zones • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 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 (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)