Wealth Enhancement Group

Wealth Enhancement Group

·16 days ago

Advisor marketing specialist

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Location

remote, United States

Salary

$68k – $80k/yr

Commitment

Full Time

Level

Middle (2-4 years)

Required skills

Marketing strategyProject managementEvent coordinationSalesforceCampaign executionRelationship buildingContent developmentData analysisAI toolsCommunicationVisual storytellingStrategic planningCustomer serviceCollaborationTechnical aptitude

Job Description

About Wealth Enhancement

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 90,000 households from our over 175 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.

Job Opportunity

We have an exciting opportunity for a Advisor Marketing Specialist! The Advisor Marketing Specialist is a highly collaborative partner to a portfolio of advisor teams. This role is deeply embedded in each team's business goals, practice and voice and is responsible for creating, executing, and optimizing marketing strategies that drive measurable growth. As the closest marketing connection to their assigned advisor teams, the Specialist brings creativity, insight, and proactive guidance to life across email, social, events, and campaigns. This position is ideal for a relationship-first, results-oriented marketer who thrives in a fast-paced environment and is excited by the opportunity to help shape team-level marketing execution and client experience across Wealth Enhancement.

This is a Remote position.

Salary

In the spirit of pay transparency, we are excited to share the base salary range for this position is $68,000 to $80,000, 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.

Primary Job Functions

  • Strategic Support for Advisor Teams: Act as the day-to-day marketing lead for 8-10 advisor teams, becoming an expert in each team’s goals, voice, services, and growth opportunities.
  • Campaign Execution & Innovation: Lead campaign planning and execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce.
  • Communication & Collaboration: Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the advisor community.
  • Organic Growth team collaboration: Participate in team-wide meetings, creative brainstorms and campaign showcases.

Education/Qualifications

  • BA/BS degree in Marketing, Communications or related field.
  • Minimum of 3 years of marketing or sales enablement experience required.
  • Financial services marketing experience is beneficial, but not required.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.

Equal Opportunity Employer

This organization participates in E-Verify.

Ready to join the team?

Apply now

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