Advisor Marketing Specialist

New

Wealth EnhancementWealth management

Source API remote eligibility restrictions: United StatesFull-TimeMiddle

Salary68,000 - 80,000 USD per year

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Job Details

Experience: Minimum of 3 years of marketing or sales enablement experience required.
Required Skills: Project ManagementSalesforceMicrosoft ExcelMarketingPowerPoint

Hold a BA/BS degree in Marketing, Communications, or a related field.
Have a minimum of 3 years of marketing or sales enablement experience.
Bring strong project management, communication, and relationship-building skills.
Have a good working knowledge of Word, Excel, Outlook, and PowerPoint.
Have proficiency working with CRM systems; Salesforce experience is a plus.
Be able to manage multiple team relationships and priorities concurrently.
Demonstrate writing, visual storytelling, and content development skills.
Use AI tools effectively, craft prompts, evaluate generated content, and integrate tools while maintaining quality standards.
Be able to learn new applications, technologies, and AI tools quickly.
Be able to make business decisions based on data and apply marketing expertise to develop solutions.
Travel 2–7 times per year to support team initiatives and events.

Act as the day-to-day marketing lead for 8–10 advisor teams and learn each team’s goals, voice, services, and growth opportunities.
Plan campaigns with advisor teams and align their marketing plans with business goals and regional growth priorities.
Lead campaign planning and execution using tools such as FMG Suite, Canva, Wistia, Wrike, and Salesforce.
Coordinate collateral development, content customization, email, social and web campaigns, event support, and vendor communications.
Collaborate with Creative, Brand, Web, and Compliance teams to execute and obtain approval for marketing assets.
Track campaign results and share insights and optimization recommendations with advisor teams and marketing leaders.
Use AI tools to develop content, generate ideas, and streamline recurring marketing processes.
Train advisors and their staff on marketing recommendations, collateral, and tools for the client and prospect lifecycle.
Document team marketing strategies, execution, processes, and successful initiatives.
Contribute to new tools, templates, and campaign frameworks, and identify ideas that can scale across advisor teams.

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