Advisor Marketing Consultant

Wealth Enhancement Group

12d•$88,000 - $100,000•Remote

About The Position

The Advisor Marketing Consultant helps financial advisor teams grow by turning business goals into focused, actionable marketing strategies. This role serves as the primary strategic marketing partner for a portfolio of advisor teams across the Northeast region. The consultant analyzes growth opportunities, recommends priorities, develops practical marketing plans, and influences advisors to take action. The role works closely with Practice Management, Advisor Marketing Specialists, and Corporate Marketing to coordinate support and maintain momentum from strategy through implementation. Success requires strong business judgment, confidence working with experienced advisors and senior leaders, comfort using data to make recommendations, and the ability to create accountability without direct authority. This is a Remote position with some travel (4-6 times per year). As this will be supporting our Northeast region it is strongly preferred that candidates are located in the EST or CST time zones. In the spirit of pay transparency, we are excited to share the base salary range for this position is $88,000.00 to $100,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Requirements

Five or more years of experience in marketing, sales enablement, practice management, field marketing, client success, or a related client-facing role.
Demonstrated ability to manage a portfolio of stakeholder or client relationships and concurrent priorities with limited oversight.
Ability to influence and gain commitment to action.
Comfort interpreting dashboards and business performance data, using CRM information to investigate opportunities, and translating findings into clear recommendations.
Strong facilitation, presentation, and executive communication skills, including the ability to present an articulate point of view to senior leaders and large advisor audiences, virtually and in-person.
Ability to prioritize opportunities by business impact, establish accountability across stakeholders, and move complex issues toward resolution.
Experience working across sales or advisor teams, marketing departments, and other corporate functions.
Proficiency with CRM, reporting, project-management, and Microsoft 365 tools.
Bachelor’s degree in marketing, communications, business, or a related field, or equivalent professional experience.
Ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Nice To Haves

Experience in wealth management, a registered investment adviser, financial services, or a similarly regulated industry.
Experience supporting financial advisors, sales professionals, or a distributed field organization.
Experience with Salesforce or a comparable CRM platform.
Experience using AI-enabled marketing or productivity tools within approved business controls.

Responsibilities

Support a portfolio of financial advisor teams across the Northeast region.
Engage advisor teams through a structured consulting approach, with meeting frequency and support aligned to business needs and firm expectations.
Provide strategic marketing consultation to assigned advisor teams and establish clear expectations for agreed growth actions, ownership, and follow-through.
Coordinate with Advisor Marketing Specialists and other functional partners when execution support is part of the advisor team’s approved plan.
Lead the development and ongoing management of annual marketing plans and budgets for assigned advisor teams, aligned with firm guidance, advisor growth goals, and regional priorities.
Translate each plan into specific advisor commitments, client and prospect activities, timelines, owners, and measurable outcomes.
Recommend how advisor teams should use available marketing budgets and monitor utilization throughout the year.
Guide advisor teams in selecting the marketing programs, campaigns, tools, and service options best suited to their goals.
Adjust recommendations when performance, adoption, or business conditions indicate the current approach is not working.
Build trusted, influential relationships by understanding each advisor team’s growth goals, business priorities, market dynamics, and execution barriers.
Lead structured, growth-focused conversations with a clear point of view.
Challenge passive or ineffective approaches, recommend the strongest path forward, and gain commitment to practical next steps.
Hold all assigned teams accountable for engaging in the marketing planning process and completing agreed actions.
When advisor engagement or follow-through stalls, document the risk, raise it with Advisor Marketing leadership and Practice Management leadership, and support the agreed escalation and monitoring plan.
Maintain clear communication with advisor teams regarding priorities, decisions, ownership, progress, and unresolved barriers.
Review regional and advisor-team performance using Salesforce, firm dashboards, and other approved reporting tools.
Use data to identify performance gaps, ask informed questions, uncover emerging opportunities, and recommend actions.
Use Salesforce tools to review advisor and client information, create targeted lists, support campaign decisions, and improve follow-up.
Monitor marketing-budget utilization and vendor effectiveness, identifying underuse, inefficiency, and opportunities to redirect resources toward higher-impact activity.
Identify successful advisor practices, validate the behaviors and outcomes behind them, and translate proven approaches into reusable guidance.
Co-own advisor accountability with Practice Management team.
Align on growth priorities, advisor interventions, ownership, and escalation while retaining ownership of the marketing strategy and recommendations.
Partner with Advisor Marketing Specialists when execution support is included in an advisor team’s approved plan.
Establish clear roles, coordinated recommendations, and shared visibility into commitments and progress.
Coordinate with Corporate Marketing and other functional partners to connect advisor needs with brand campaigns, digital tools, lead-generation programs, creative support, and web support.
Partner with M&A marketing and onboarding teams when a newly joined advisor team enters the Northeast region.
Support the transition into ongoing regional support, clarify growth priorities, and establish the initial marketing plan.
Represent advisor marketing needs and regional growth opportunities in cross-functional forums.
Bring data, advisor context, a recommendation, and clear decisions or dependencies.
Own meeting notes and documentation in designated firm systems, including decisions, commitments, owners, risks, and next steps.
Own the accuracy and ongoing management of advisor marketing plans in designated firm systems.
Coordinate communication and follow-up with advisor teams and internal partners, maintaining momentum without absorbing accountability that belongs to the advisor or another functional owner.
Escalate unresolved barriers through the appropriate Advisor Marketing and Practice Management leadership channels.
Contribute to advisor marketing and Practice Management working sessions by owning the data, performance narrative, insights, and recommendations for assigned teams and the Northeast region.
Present regional insights, risks, opportunities, and recommendations to the executive leadership team approximately one to two times annually.
Present confidently to larger advisor audiences, including the firm’s Advisor Summit or on all company calls, when assigned.
Identify, test, and help scale approved AI-enabled tools and content approaches that reduce manual work, improve personalization, and strengthen advisor marketing execution.
Use field feedback, advisor performance data, and execution patterns to recommend improvements to scalable marketing programs.
Own selected department projects, campaigns, pilots, and new client offerings when assigned.
Define the outcome, stakeholders, timeline, dependencies, and measures of success.

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)