Advisor Marketing Specialist

🔥 0 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 executing marketing goals, with a focus on event coordination • Align advisor team marketing plans with corporate offerings and growth initiatives • Use the Advisor Marketing Platform for events, email and social strategies • Navigate Salesforce to pull 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 on marketing asset execution and approval • Track results and share post-campaign insights and optimizations • Leverage AI tools to accelerate content and streamline marketing processes • Foster relationships with financial advisors and the advisor marketing team • Identify and highlight success stories and best practices • Document successful initiatives and create supporting processes • 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 outcomes for consultant team visibility • Educate and train advisors and staff on marketing recommendations, collateral, and tools • Research industry ideas and recommend new approaches • 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 • Support the team with additional work as needed

🎯 Requirements

• BA/BS degree in Marketing, Communications or related field • Minimum of 3 years of marketing or sales enablement experience required • Financial services marketing experience is beneficial, but not required • Strong project management, communication, and relationship-building skills • Good working knowledge of Word, Excel, Outlook, and PowerPoint • Wistia, Wrike, Canva and FMG Suite experience is a plus • Ability to learn new applications, technologies and AI quickly • Proficiency in working with CRM systems required; Salesforce is 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 • Empathy and ability to understand advisor practice dynamics • Results-oriented and analytical approach • Excellent communication skills and exceptional customer service mindset • Ability to strategically apply marketing expertise and creativity • Critical attention to detail • Ability to establish credibility quickly and accept and provide constructive criticism • Strong listening and questioning skills • Curiosity and staying up to date on marketing trends • Demonstrated ability to effectively use AI tools and technologies in daily work tasks • Understanding of effective prompting, evaluation of AI-generated content, and integration of AI tools while maintaining quality standards • Comfort learning new AI applications and understanding their use cases and limitations • Continued learning and adaptation to new AI tools and methodologies expected • Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone and 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)