Advisor Marketing Specialist

Wealth Enhancement Group

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

Posted 9/18/2026full-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, campaign planning, and relationship management within financial services. Proficient in leveraging digital tools and CRM systems to enhance marketing initiatives and drive advisor success.

Highest-signal resume keywords

Campaign PlanningSalesforce ProficiencyProject ManagementContent DevelopmentRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Marketing StrategyEvent CoordinationData AnalysisVisual StorytellingContent Customization

Soft Skills

CommunicationCollaborationProblem SolvingAdaptabilityTraining

Tools & Technologies

SalesforceFMG SuiteWistiaWrikeCanva

Industry Keywords

Financial Services MarketingAdvisor EnablementCampaign ExecutionMarketing TrendsDigital Tools

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 in executing marketing goals and initiatives, with a strong focus on event coordination
Align advisor team marketing plans with corporate marketing offerings and growth initiatives
Use the Advisor Marketing Platform for events, email, and social strategies
Pull Salesforce 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 for timely asset execution and approval
Track results and share post-campaign insights and optimizations
Leverage AI tools to increase content speed and streamline recurring marketing processes
Build relationships with financial advisors and identify success stories and best practices
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 processes, and educate and train advisors and staff on marketing recommendations, collateral, and tools
Research marketing ideas and trends and make recommendations
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
Use approved AI and digital tools to improve service quality and efficiency while validating accuracy, privacy, and business alignment
Identify and escalate inaccurate information, knowledge gaps, and digital-tool issues

Requirements

What you’ll need

Bachelor’s degree (or equivalent experience) in marketing, communications, or a related field
Minimum of 3 years in marketing or sales enablement preferred
Financial services marketing experience beneficial, but not required
Strong project management, communication, and relationship-building skills
Good working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
Ability to function in Wistia, Wrike, Canva, and FMG Suite is a plus
Ability to learn new applications, technologies and AI quickly
Proficiency in working with CRM systems required; Salesforce 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
Candidates must be located in either the EST (preferred) or CST time zones
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use 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)