Advisor Marketing Specialist

Wealth Enhancement Group

14d•$68,000 - $80,000•Remote

About The Position

Wealth Enhancement is seeking a collaborative, relationship-first Advisor Marketing Specialist to support a portfolio of advisor teams. The specialist becomes closely familiar with each team’s business goals, services, voice, and growth opportunities, then creates, executes, and optimizes marketing strategies intended to drive measurable growth and improve client experience. This is a remote position, with travel 2–7 times per year to support team initiatives and events. The role supports 8–10 advisor teams and coordinates with Advisor Marketing Consultants to align team-level marketing plans with regional growth priorities and corporate marketing programs. Work includes substantial event coordination, campaign planning and execution across email, social, web, and other channels, and use of the Advisor Marketing Platform and available content resources. The specialist uses CRM and marketing tools to create campaigns, analyze data, report results, and manage budgets. The role also collaborates with Creative, Brand, Web, and Compliance teams, educates advisors and their staff, shares campaign insights, and contributes to scalable tools, processes, and marketing frameworks. The position calls for strong project management, communication, relationship-building, writing, visual storytelling, analytical, and customer-service skills. Candidates should be comfortable managing competing priorities and learning new technologies, including AI tools. The stated starting base salary range is $68,000–$80,000, exclusive of bonuses and benefits.

Requirements

Bachelor’s degree in Marketing, Communications, or a related field.
At least 3 years of marketing or sales enablement experience.
Strong project management, communication, and relationship-building skills.
Working knowledge of Word, Excel, Outlook, and PowerPoint.
Proficiency working with CRM systems.
Ability to manage multiple team relationships and priorities concurrently.
Excellent writing, visual storytelling, and content development skills.
Ability to use AI tools effectively, craft prompts, evaluate generated content for accuracy and appropriateness, and integrate tools into work while maintaining quality.
Comfort learning new AI applications and understanding their use cases and limitations, with continued learning as the technology evolves.
Empathy and ability to understand the dynamics of an advisor’s practice.
Results-oriented approach and ability to meet and exceed goals.
Ability to make business decisions based on data.
Excellent communication skills and a strong customer-service mindset.
Ability to apply marketing expertise and creativity strategically to develop effective solutions.
Strong attention to detail.
Ability to establish credibility quickly and communicate persuasively and professionally.
Willingness to give and receive constructive criticism, listen well, and ask effective questions.
Curiosity and interest in staying current on marketing trends.

Nice To Haves

Financial services marketing experience.
Experience with Wistia, Wrike, Canva, and FMG Suite.
Salesforce experience.

Responsibilities

Act as the day-to-day marketing lead for 8–10 advisor teams and learn each team’s goals, voice, services, and growth opportunities.
Conduct campaign planning sessions, identify team needs, recommend marketing initiatives, and align work with business goals.
Partner with Advisor Marketing Consultants to connect team marketing plans with regional growth priorities.
Support advisor teams in executing marketing initiatives, with a strong focus on event coordination.
Align advisor team plans with corporate marketing offerings and growth initiatives, using the Advisor Marketing Platform and available content.
Use Salesforce to pull reports, analyze dashboards and client data, create campaigns, and report on results and budgets.
Lead marketing 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 secure timely execution and approval of marketing assets.
Track campaign results and share post-campaign insights and optimization recommendations.
Use AI tools to improve content speed, generate ideas, and streamline recurring marketing processes.
Build relationships with advisors and marketing colleagues, and identify and highlight success stories and best practices.
Document successful initiatives and processes, and serve as a central knowledge hub for assigned teams’ marketing strategy and execution.
Keep internal stakeholders informed about campaigns, blockers, and advisor feedback, and document work and outcomes.
Educate and train advisors and their staff on marketing recommendations, collateral, and available tools across the client and prospect lifecycle.
Research marketing ideas and trends inside and outside the industry and make recommendations to advisor teams.
Own advisor enablement projects as needed to improve marketing offerings and capabilities.
Participate in team meetings, brainstorms, and campaign showcases; contribute tools, templates, and campaign frameworks; and identify ideas that can scale across teams.
Travel 2–7 times per year to support team initiatives and events.

Benefits

Training and professional development.
Medical, dental, and vision coverage for eligible full-time employees and their families.
Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent, and transit expenses.
Employer-paid and voluntary life and AD&D insurance.
Employer-paid short-term and long-term disability and workers compensation.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
18 days of paid time off accrued annually, increasing to 25 days after 4 years of service.
12 paid holidays each year, including 10 predetermined and 2 floating days.
Paid parental leave and paid caregiver leave; caregiver leave is available after 6 months of tenure.
Tuition, licensing, and other credential reimbursement after meeting service requirements.