Financial Advisor Jobs

About The Position

Requirements

• 5–10 years of experience in marketing agencies, client services, or account management roles.
• Strong leadership and interpersonal skills to inspire teams and build client trust.
• Ability to mentor and train team members and foster skill development and knowledge-sharing.
• Proven leadership experience managing teams and driving revenue growth.
• Proven track record in client services or account management, specifically in a marketing or advertising agency.
• Financial acumen to understand service profitability and make informed resource-allocation decisions.
• Analytical ability to interpret data and metrics to inform decision-making.
• Excellent communication skills for client-facing interactions and team management.
• Strong understanding of performance marketing, sales funnels, and client lifecycle management.
• Hands-on experience with Facebook Ads, Google Ads, and LinkedIn Ads, including campaign setup, optimization, and analytics.
• Experience designing, building, and optimizing sales and marketing funnels.
• Expertise in sales copy, content marketing strategies, and audience-specific messaging.
• Proficiency with email marketing platforms, automation, and list segmentation.
• Strategic knowledge of organic and paid social media campaigns.
• Ability to interpret data using Google Analytics, Facebook Ads Manager, and other reporting dashboards.
• Familiarity with website functionality, design best practices, and user experience as they relate to marketing.
• Experience planning, promoting, and executing webinars for lead generation and marketing.
• Experience crafting and implementing marketing strategies to meet client objectives.
• Proficiency with CRMs and project management tools such as HubSpot, ClickUp, or similar platforms.

Nice To Haves

• Experience in wealth management and/or financial services is highly preferred.
• Experience or familiarity with marketing for financial advisors or the wealth management industry is highly preferred.

Responsibilities

• Oversee delivery of the agency’s services and the service team, ensuring client satisfaction and the quality and timeliness of campaigns, funnels, marketing strategies, and creative work.
• Ensure service profitability and monitor resource utilization and profitability metrics so projects meet financial targets.
• Serve as the primary contact for high-value clients, address escalations, and maintain strong client relationships.
• Develop and refine processes for client onboarding, project management, resource allocation, and ongoing client communication.
• Track team workload, performance, and assignments.
• Work with the CEO to set client service goals aligned with agency revenue and profitability targets.
• Develop improved and new services to keep the agency competitive.
• Create client case studies to support marketing and sales efforts.
• Provide data-driven insights on client and team performance to inform strategic decisions.
• Make strategic hiring decisions for the client services departments.
• Lead and manage account managers, strategists, and support staff; foster accountability, continuous learning, and high performance.
• Conduct performance reviews, set individual goals, and mentor and coach team members.
• Train new team members on agency processes and services; oversee hiring, onboarding, and training in collaboration with HR and the CEO.
• Stay informed about marketing and wealth management industry trends, tools, and best practices.
• Represent the agency at industry events, webinars, or conferences to build credibility and network with potential clients.
• Identify upselling and cross-selling opportunities and develop retention strategies to increase client lifetime value and reduce churn.
• Monitor Net Promoter Score, client retention rates, and revenue growth from existing clients.
• Proactively identify risks or issues with client projects and develop mitigation strategies.
• Act as the key decision-maker during client-related crises to resolve issues efficiently and maintain client trust.

Benefits

• Performance bonuses tied to client satisfaction, team performance, and/or financial growth metrics, subject to an agreed-upon initial vetting period.
• Participation in a profit-sharing plan after an agreed-upon initial vetting period.