Advisor Marketing Specialist
Wealth Enhancement · Remote · $68,000–$80,000 (stated in the posting)
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.
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.
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.
- Conduct proactive campaign planning sessions with advisor teams to uncover needs, provide recommendations, and ensure marketing initiatives align to team-level business goals.
- Partner closely with Advisor Marketing Consultants to ensure each team’s plan ladders up to regional growth priorities.
- A key aspect of the role is supporting a handful of teams executing on their marketing goals and initiatives with a big focus on event coordination.
- Align advisor team marketing plan with corporate marketing offerings and key growth drivers and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content
- Navigate Salesforce: pull reports, analyze dashboards, present client data, create campaigns and report out on results and final budgets (we can teach you!)
Campaign Execution & Innovation
- Lead campaign planning and execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce.
- Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications as needed.
- Collaborate with the Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of marketing assets.
- Track results and share post-campaign insights and optimizations with teams and marketing leaders.
- Leverage AI tools to increase content speed, surface new ideas, and streamline recurring marketing processes.
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. Help to document and create processes around successful new initiatives.
- Serve as a key central knowledge hub for each assigned team’s marketing strategy and execution.
- Keep internal stakeholders (e.g., Advisor Marketing Consultant, Advisor Marketing leaders) informed of key campaigns, blockers, and advisor feedback.
- Ensure work is visible and documented, allowing consultant team members to stay out of day-to-day execution while maintaining confidence in outcomes.
- Regularly educate and train advisors and their staff on your marketing recommendations, marketing collateral, and tools available to support all areas of their client and prospect lifecycle.
- Research and stay informed on ideas within and outside our industry to make recommendations and bring new ideas to your advisor teams.
- Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities.
Organic Growth team collaboration
- Participate in team-wide meetings, creative brainstorms and campaign showcases.
- Contribute to the development of new tools, templates, or campaign frameworks.
- Identify opportunities to scale successful ideas across advisor teams.
- Serve as a collaborative partner within the team, pitching in on things that wouldn’t normally be on your to-do list as needed.
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.
- Strong project management, communication, and relationship-building skills.
- Good working knowledge of Word, Excel, Outlook, and PowerPoint.
- Able to function in Wistia, Wrike, Canva and FMG Suite a plus!
- Technical aptitude: 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.
- Empathy: Ability to put yourself in an advisor’s shoes and understand the dynamics of their practice.
- Results-oriented: Tenacious about meeting and exceeding goals.
- Analytical: Able to make business decisions based on data
- Excellent communication skills and exceptional customer service mindset.
- Able to strategically apply marketing expertise and creativity to develop effective marketing solutions.
- Attention to detail is critical
- Persuasive polished and able to establish credibility quickly.
- Graciously accepts and provides constructive criticism.
- Listens well, asks great questions.
- Curiosity is a must! Stay up to date on marketing trends.
AI Literacy:
- Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
- Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
- Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
- As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300.00 - $97,600.00. However, the base salary range bolded above ($68,000 to $80,000) is what we expect to pay as a starting range for this position.
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. You may be eligible to participate in the following benefits & development opportunities:
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)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.