Marketing Specialist (Creative)

Falcon Wealth Planning, Inc. • Ontario, CA

1d • $52,000 - $60,000 • Onsite

About The Position

As a Marketing Specialist, you’ll play a key role in shaping and maintaining Falcon’s brand. You’ll be responsible for bringing our message to life through compelling, high-quality content across multiple channels while ensuring consistency, compliance, and creativity.
This role is perfect for a strong storyteller who thrives in a fast-paced environment and enjoys wearing multiple hats.

Requirements

• Bachelor’s degree in Marketing, Communications, Business, or related field (or equivalent experience)
• 3–5 years of marketing experience (financial services, legal, or professional services preferred)
• Experience with social media tools (e.g., Hootsuite, Later, Pally)
• Familiarity with Canva or similar design tools
• Working knowledge of YouTube and podcast production workflows
• Ability to work on-site in Ontario, CA
• Strong attention to detail and accuracy
• Proactive, self-starter mindset
• Ability to manage multiple projects and shifting priorities
• Strong communication and collaboration skills
• Excellent organization and time management

Nice To Haves

• Experience with Riverside, Adobe Premiere, DaVinci Resolve, CapCut, or Descript is a plus

Responsibilities

• Plan, create, and execute multi-channel marketing campaigns (digital, print, and social)
• Write clear, compelling, and compliant copy for emails, blogs, and marketing materials
• Use AI tools (e.g., Gemini, ChatGPT, Claude) to enhance content creation while maintaining brand voice
• Manage marketing databases, contact lists, and campaign execution to drive engagement
• Own day-to-day management of all social media platforms
• Ensure consistent and platform-appropriate brand voice
• Monitor trends, engagement, and performance to inform strategy
• Build and maintain relationships with media, journalists, and influencers
• Identify opportunities for awards, press features, and industry recognition
• Track media coverage and analyze brand sentiment
• Support YouTube content creation, including optimization (SEO, thumbnails, tags)
• Manage podcast production workflow (guest coordination, publishing, promotion)
• Create promotional assets such as audiograms and short-form content
• Assist with scheduling, reporting, and general marketing operations
• Support ad hoc projects aligned with company growth initiatives

Benefits

• Growth Opportunity: Be part of a rapidly scaling RIA and grow your career alongside it
• Creative Environment: Bring new ideas to life and help modernize financial marketing
• Collaborative Culture: Work closely with leadership in a transparent, team-oriented environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees