Marketing and Commmunication Specialist

Kestra Holdings • Clearwater, FL

10d

About The Position

The Marketing and Communication Specialist at ProVise Management Group is an integral part of our team, serving as the connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team spirit. The Marketing and Communication Specialist plays a key role in supporting ProVise Management Group’s marketing and client communication efforts. This individual will help create, produce, and distribute marketing content that strengthens the firm’s brand, enhances relationships with clients and prospects, and supports the firm’s continued growth. This is a hands-on role focused on content creation, social media management, email communication, website updates, and event support. The position works closely with advisors, firm leadership, and compliance to ensure all marketing activities align with the firm's standards.

Requirements

• A bachelor’s degree in marketing or communications, or a relevant degree
• Minimum of 3 years of marketing experience preferred
• Strong writing, editing, and communication skills
• Experience with Canva, social media platforms, and Microsoft Office tools
• Highly organized and detail-oriented with strong follow-through
• Creative
• Demonstrates personal integrity, honesty, and ability to deal with confidential information
• Excellent time management, can prioritize multiple tasks, and meet deadlines
• Professional, dependable, and collaborative
• Comfortable working within compliance and documentation processes

Nice To Haves

• Experience in financial services or professional services is a plus

Responsibilities

• Create and publish content across social media platforms, including LinkedIn, Facebook, and Instagram
• Assist in writing and preparing client newsletters, blog posts, and email communications
• Create graphics and visual content using tools such as Canva
• Support the production and posting of video and podcast content
• Update website content, including articles, announcements, and advisor updates
• Monitor website and social media engagement and activity
• Assist with marketing and communications related to client events, webinars, and seminars
• Help coordinate invitations, reminders, and follow-up communications
• Coordinate client appreciation and recognition efforts, including milestone and birthday outreach, client gifts, and timely thank-you communications for client referrals and introductions
• Maintain organized marketing materials and content calendars
• Track engagement metrics and assist with reporting on marketing activity
• Ensure marketing materials comply with firm compliance standards
• Supports Compliance to maintain an effective and robust investment advisory compliance program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level