Advisor Marketing Specialist

New

JobgetherFinancial services

Based in the United StatesFull-TimeMiddle

Salary68,000 - 80,000 USD per year

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Job Details

Experience: At least three years of experience in marketing or sales enablement
Required Skills: Project ManagementSalesforceMicrosoft Excel

Bachelor’s degree in Marketing, Communications, or a related field.
At least three years of experience in marketing or sales enablement.
Strong project management and organizational skills, including managing multiple relationships, campaigns, deadlines, and priorities.
Strong written communication, copywriting, visual storytelling, and content development skills.
Ability to translate business objectives into practical marketing strategies that support growth and engagement.
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
Experience working with CRM systems; Salesforce familiarity is an advantage.
Strong analytical skills, including interpreting performance data, preparing reports, and making data-informed recommendations.
AI literacy, including writing prompts, assessing AI-generated content, and integrating AI tools into workflows.
Ability to work independently in a remote environment and collaborate with cross-functional teams.
Willingness to travel approximately two to seven times per year to support advisor initiatives and marketing events.

Serve as the day-to-day marketing partner for approximately 8–10 financial advisor teams.
Lead marketing planning sessions, identify business needs, and recommend campaigns aligned with advisor objectives and regional priorities.
Coordinate advisor marketing plans with corporate marketing resources, content libraries, and event, email, and social media platforms.
Plan, launch, and optimize campaigns across email, social media, websites, events, and other channels.
Coordinate collateral, customized content, campaign assets, and vendor communications with Creative, Brand, Web, and Compliance teams.
Monitor campaign performance and budgets using Salesforce reports, dashboards, and campaign data; communicate results and recommend improvements.
Use AI tools to develop content and ideas, improve productivity, and streamline recurring processes while maintaining accuracy and brand alignment.
Train advisors and their staff on marketing recommendations, tools, collateral, and strategies.
Document marketing plans, campaigns, budgets, progress, challenges, and advisor feedback.
Research marketing trends and contribute tools, templates, campaign frameworks, and repeatable processes.

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