Advisor Marketing Specialist
Benefits
4w PTO
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Role Overview:
- Serve as the primary marketing partner for 8-10 financial advisor teams.
- Develop strategies aligned with business growth.
Key Responsibilities:
- Execute campaigns across email, social, events, and web.
- Use Salesforce and AI tools to track and optimize performance.
- Coordinate with creative and compliance teams.
Requirements:
- Bachelor's degree plus 3+ years marketing experience.
- Strong project management, CRM, and communication skills.
Not Disclosed
Marketing partner to financial advisor teams, developing tailored strategies to support business growth and strengthen client relationships. The company offers a fully remote, collaborative work environment with a focus on professional development and results-driven marketing.