Advisor Marketing Specialist

Wealth Enhancement Group

. Act as the day-to-day marketing lead for 8-10 advisor teams .

Posted 10/26/2026full-timeRemote • United StatesMid-LevelSenior💰 $68,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in marketing strategy execution, project management, and relationship building within financial services. Proficient in leveraging CRM systems and AI tools to enhance marketing initiatives and optimize campaign performance.

Highest-signal resume keywords

Marketing Strategy ExecutionProject ManagementSalesforce ProficiencyAI Tools UtilizationContent Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Campaign PlanningEvent CoordinationEmail MarketingSocial Media StrategiesData AnalysisVisual StorytellingContent CustomizationCollateral DevelopmentBudget ManagementCRM Systems

Soft Skills

Communication SkillsRelationship BuildingEmpathyCuriosityAttention to Detail

Tools & Technologies

SalesforceFMG SuiteWistiaWrikeCanvaAdvisor Marketing PlatformMicrosoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Industry Keywords

Financial Services MarketingSales EnablementMarketing TrendsCampaign OptimizationAdvisor Enablement

About the role

Key responsibilities & impact

Act as the day-to-day marketing lead for 8-10 advisor teams
Conduct proactive campaign planning sessions aligned with team-level business goals
Partner with Advisor Marketing Consultants on regional growth priorities
Support advisor teams executing marketing goals, with a focus on event coordination
Align advisor team marketing plans with corporate offerings and growth initiatives
Use the Advisor Marketing Platform for events, email and social strategies
Navigate Salesforce to pull reports, analyze dashboards, present client data, create campaigns, and report results and final budgets
Lead campaign planning and execution using FMG Suite, Canva, Wistia, Wrike, and Salesforce
Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications
Collaborate with Creative, Brand, Web, and Compliance teams on marketing asset execution and approval
Track results and share post-campaign insights and optimizations
Leverage AI tools to accelerate content and streamline marketing processes
Foster relationships with financial advisors and the advisor marketing team
Identify and highlight success stories and best practices
Document successful initiatives and create supporting processes
Serve as the central knowledge hub for assigned teams’ marketing strategy and execution
Keep internal stakeholders informed of campaigns, blockers, and advisor feedback
Document work and outcomes for consultant team visibility
Educate and train advisors and staff on marketing recommendations, collateral, and tools
Research industry ideas and recommend new approaches
Own advisor enablement projects as needed
Participate in team meetings, creative brainstorms, and campaign showcases
Contribute to new tools, templates, and campaign frameworks
Identify opportunities to scale successful ideas across advisor teams
Support the team with additional work as needed

Requirements

What you’ll need

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
Strong project management, communication, and relationship-building skills
Good working knowledge of Word, Excel, Outlook, and PowerPoint
Wistia, Wrike, Canva and FMG Suite experience is a plus
Ability to learn new applications, technologies and AI quickly
Proficiency in working with CRM systems required; Salesforce is a plus
Ability to manage multiple team relationships and priorities concurrently
Excellent writing, visual storytelling, and content development skills
Travel 2-7 times per year to support team initiatives and events
Empathy and ability to understand advisor practice dynamics
Results-oriented and analytical approach
Excellent communication skills and exceptional customer service mindset
Ability to strategically apply marketing expertise and creativity
Critical attention to detail
Ability to establish credibility quickly and accept and provide constructive criticism
Strong listening and questioning skills
Curiosity and staying up to date on marketing trends
Demonstrated ability to effectively use AI tools and technologies in daily work tasks
Understanding of effective prompting, evaluation of AI-generated content, and integration of AI tools while maintaining quality standards
Comfort learning new AI applications and understanding their use cases and limitations
Continued learning and adaptation to new AI tools and methodologies expected
Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone and computer systems

Benefits

Comp & perks

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)