Marketing Specialist

Wealth Enhancement Group

. Create, edit, and update advisor-facing and B2B marketing materials, including flyers, one-sheets, worksheets, checklists, campaign kits, presentations, social posts, email copy, website content, and sales enablement resources.

Posted 9/18/2026full-timeRemote • United StatesJuniorMid-Level💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in creating and refining marketing materials, ensuring clarity, brand alignment, and compliance. Proficient in collaborating with cross-functional teams to support advisor growth and business development through effective content strategies.

Highest-signal resume keywords

Content DevelopmentMarketing Project CoordinationStrong Writing and Editing SkillsAdobe Creative Suite ProficiencyExperience in Financial Services

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Content DevelopmentMarketing Strategy TranslationEmail MarketingLanding Page CreationSocial Media Content CreationPresentation FormattingDesign ProductionProofreadingCampaign Performance TrackingBasic SEO

Soft Skills

Attention to DetailCollaborationCommunication

Tools & Technologies

Microsoft OfficePowerPointSharePointWrikeCanvaWordPressSalesforceAccount Engagement

Industry Keywords

Financial ServicesWealth ManagementCompliance-Sensitive IndustryCreative Services

Tech Stack

Tools & technologies

WordPress

About the role

Key responsibilities & impact

Create, edit, and update advisor-facing and B2B marketing materials, including flyers, one-sheets, worksheets, checklists, campaign kits, presentations, social posts, email copy, website content, and sales enablement resources.
Translate marketing strategy, campaign direction, and stakeholder input into practical materials supporting advisor growth, business development, onboarding, events, webinars, and lead generation.
Draft and refine advisor bios, firm stories, value propositions, launch communications, landing pages, resource descriptions, calls to action, and follow-up communications.
Review materials for clarity, tone, grammar, formatting, brand alignment, completeness, and audience relevance.
Partner with design and digital marketing resources to ensure accurate, properly formatted, design-ready content.
Develop, resize, adapt, format, and version creative assets across company and advisor-specific brands.
Format PowerPoint presentations, advisor decks, webinar slides, and sales materials.
Support website and CMS updates, including text edits, image replacement, downloadable resources, metadata direction, page QA, and web-ready formatting.
Prepare proofs, PDFs, image exports, working drafts, and compliance-ready layouts.
Check final materials for visual consistency, formatting accuracy, image quality, broken links, typographical errors, disclosures, and file references.
Coordinate marketing projects from intake through final delivery, tracking deliverables, timelines, revisions, and follow-through.
Collaborate with marketing, design, digital, sales, business development, product, operations, compliance, advisors, vendors, and other stakeholders.
Facilitate review cycles, consolidate comments, track changes, and move materials toward approval.
Prepare content and supporting materials for compliance review and incorporate feedback.
Maintain content calendars, campaign timelines, project trackers, resource libraries, approved copy blocks, and project documentation.
Support marketing performance tracking, campaign recaps, content performance summaries, advisor resource usage reports, event follow-up summaries, and leadership updates.
Recommend improvements to content, resources, and workflows based on feedback, questions, campaign results, and recurring requests.

Requirements

What you’ll need

Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
2-4 years of experience in marketing, content development, design production, creative services, or a related role.
Experience in financial services, wealth management, professional services, or another compliance-sensitive industry preferred.
Strong writing, editing, proofreading, and content development skills.
Experience creating or supporting emails, landing pages, websites, social media content, collateral, presentations, event/webinar materials, and sales enablement resources.
Strong design production skills, including layout, formatting, basic typography, image sizing, file exports, visual consistency, and brand alignment.
Excellent attention to detail, including accuracy of names, titles, credentials, dates, links, disclosures, formatting, and approved language.
Ability to organize source materials, manage feedback, prepare content for review, incorporate stakeholder and compliance edits, and support projects through completion.
Strong collaboration and communication skills across marketing, design, web, sales, product, operations, compliance, digital enablement, advisors, and vendors.
Working knowledge of brand voice, messaging consistency, audience-specific communication, content calendars, project files, templates, and resource libraries.
Familiarity with Microsoft Office, PowerPoint, SharePoint, Wrike, Canva, WordPress or other CMS platforms, Salesforce, Account Engagement, email marketing platforms, and basic SEO preferred.
Proficiency in Adobe Creative Suite, including InDesign, Photoshop, and Illustrator, or similar asset creation software.
Ability to stand or sit for long periods, 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)