Marketing Specialist

🔥 16 minutes ago

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🎡 Marketing

👻 Ghost score 0%

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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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

• Create, edit, and update advisor-facing and B2B marketing materials, including flyers, one-sheets, worksheets, checklists, campaign kits, presentations, social posts, email copy, website content, and sales enablement resources. • Translate marketing strategy, campaign direction, and stakeholder input into practical materials supporting advisor growth, business development, onboarding, events, webinars, and lead generation. • Draft and refine advisor bios, firm stories, value propositions, launch communications, landing pages, resource descriptions, calls to action, and follow-up communications. • Review materials for clarity, tone, grammar, formatting, brand alignment, completeness, and audience relevance. • Partner with design and digital marketing resources to ensure accurate, properly formatted, design-ready content. • Develop, resize, adapt, format, and version creative assets across company and advisor-specific brands. • Format PowerPoint presentations, advisor decks, webinar slides, and sales materials. • Support website and CMS updates, including text edits, image replacement, downloadable resources, metadata direction, page QA, and web-ready formatting. • Prepare proofs, PDFs, image exports, working drafts, and compliance-ready layouts. • Check final materials for visual consistency, formatting accuracy, image quality, broken links, typographical errors, disclosures, and file references. • Coordinate marketing projects from intake through final delivery, tracking deliverables, timelines, revisions, and follow-through. • Collaborate with marketing, design, digital, sales, business development, product, operations, compliance, advisors, vendors, and other stakeholders. • Facilitate review cycles, consolidate comments, track changes, and move materials toward approval. • Prepare content and supporting materials for compliance review and incorporate feedback. • Maintain content calendars, campaign timelines, project trackers, resource libraries, approved copy blocks, and project documentation. • Support marketing performance tracking, campaign recaps, content performance summaries, advisor resource usage reports, event follow-up summaries, and leadership updates. • Recommend improvements to content, resources, and workflows based on feedback, questions, campaign results, and recurring requests.

🎯 Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education. • 2-4 years of experience in marketing, content development, design production, creative services, or a related role. • Experience in financial services, wealth management, professional services, or another compliance-sensitive industry preferred. • Strong writing, editing, proofreading, and content development skills. • Experience creating or supporting emails, landing pages, websites, social media content, collateral, presentations, event/webinar materials, and sales enablement resources. • Strong design production skills, including layout, formatting, basic typography, image sizing, file exports, visual consistency, and brand alignment. • Excellent attention to detail, including accuracy of names, titles, credentials, dates, links, disclosures, formatting, and approved language. • Ability to organize source materials, manage feedback, prepare content for review, incorporate stakeholder and compliance edits, and support projects through completion. • Strong collaboration and communication skills across marketing, design, web, sales, product, operations, compliance, digital enablement, advisors, and vendors. • Working knowledge of brand voice, messaging consistency, audience-specific communication, content calendars, project files, templates, and resource libraries. • Familiarity with Microsoft Office, PowerPoint, SharePoint, Wrike, Canva, WordPress or other CMS platforms, Salesforce, Account Engagement, email marketing platforms, and basic SEO preferred. • Proficiency in Adobe Creative Suite, including InDesign, Photoshop, and Illustrator, or similar asset creation software. • Ability to stand or sit for long periods, 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)