Advisor Marketing Specialist

Wealth Enhancement Group

1d•Remote

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Advisor Marketing Specialist! In this role, you will be a collaborative partner to a portfolio of advisor teams, driving the creation, execution, and optimization of marketing strategies that support business growth. As the primary marketing connection for your assigned advisor teams, you will bring creativity, marketing expertise, and proactive guidance to campaigns across email, social media, events, and more. This is a Remote position, however, candidates must be located in either the EST (preferred) or CST time zones. This role will require travel 2-7 times per year to support team initiatives and events. In the spirit of pay transparency, we are excited to share the base salary range for this position is $68,000.00 to $80,000.00, 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

Bachelor’s degree (or equivalent experience) in marketing, communications, or a related field
Minimum of 3 years in marketing or sales enablement preferred
Financial services marketing experience beneficial but not required
Strong project management, communication, and relationship-building skills
Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint
Technical aptitude and willingness to learn new applications, technologies, and AI tools; proficiency with CRM systems required, Salesforce a plus
Ability to manage multiple team relationships and priorities concurrently
Excellent writing, visual storytelling, and content development skills
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 with Wistia, Wrike, Canva, and FMG Suite preferred

Responsibilities

Serve as the day-to-day marketing lead for 8 advisor teams, becoming deeply familiar with each team’s goals, voice, services, and growth opportunities.
Conduct proactive campaign planning sessions with advisor teams to assess needs, provide recommendations, and ensure marketing initiatives align with team-level business goals.
Collaborate closely with Advisor Marketing Consultants to ensure team marketing plans align with regional growth priorities.
Support multiple teams in executing marketing goals with a particular focus on event coordination.
Align advisor team marketing plans with corporate marketing programs and drive adoption of key initiatives using the Advisor Marketing Platform and available content resources.
Navigate Salesforce to pull reports, analyze dashboards, present client data, create campaigns, and report on outcomes and budgets.
Lead campaign planning and execution using platforms such as FMG Suite, Canva, Wistia, Wrike, and Salesforce.
Coordinate collateral development, content customization, digital campaigns (email, social media, web), event support, and vendor communications.
Collaborate with Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of marketing assets.
Track campaign performance, share insights and optimization opportunities with teams and marketing leaders.
Leverage AI tools to enhance content development, generate new ideas, and streamline recurring marketing processes.
Build and maintain strong relationships with financial advisors and the advisor marketing team, identifying and sharing best practices and success stories within the advisor community.
Serve as a knowledge resource for assigned teams’ marketing strategies and executions.
Keep internal stakeholders (including Advisor Marketing Consultants and leadership) informed of key campaigns, challenges, and advisor feedback.
Document work to provide transparency for consultant team members while allowing them to focus on high-level strategy.
Regularly educate advisors and staff on marketing recommendations, collateral, and tools to support all stages of the client and prospect lifecycle.
Research relevant trends within and beyond the industry to bring fresh recommendations to advisor teams.
Take ownership of key advisor enablement projects to continually enhance marketing offerings and capabilities.
Participate in team meetings, creative brainstorms, and campaign showcases.
Contribute to the development of new tools, templates, and campaign frameworks.
Identify and help scale successful ideas across advisor teams.
Support team initiatives as needed, contributing beyond core responsibilities.

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)