Responsibilities

• Design logos, websites, press releases, and stationery to launch advisors' independent practices with a professional, cohesive brand.
• Build advisor websites with an eye toward best practices, SEO/AEO, and speaking to their unique niches.
• Ensure new advisors have the marketing foundation they need to hit the ground running.
• Curate, manage, and execute monthly content calendars (blogs, newsletters, social media, email campaigns) aligned with each advisor's marketing strategy and goals.
• Write engaging blogs on financial and lifestyle topics that resonate with clients and prospects.
• Lead monthly or quarterly marketing strategy discussions with advisors to align efforts with business goals.
• Develop lead generation campaigns to help advisors build and nurture prospect lists.
• Create brochures, checklists, whitepapers, and other collateral to support advisor needs.
• Maintain and update advisor websites to keep content fresh and SEO-optimized.
• Partner with advisors and their teams to identify marketing needs, develop strategy, and execute.

Requirements

• 3-5 years of marketing experience in a professional environment
• Strong written and verbal communication skills to craft compelling campaigns and manage client relationships.
• Ability to develop marketing strategies and execute across channels (social media, email, website, print).
• Working knowledge of web design principles, best practices, and content management platforms (WordPress, Squarespace, etc.).
• Proficiency with Canva, Social Media (LinkedIn, Facebook, X, Instagram) and Microsoft Office (Word, Excel, PowerPoint).
• Understanding of Google Analytics and SEO/AEO principles.
• Excellent project management and organizational skills - Skilled at managing multiple clients and completing deadlines with reliability and precision.
• A growth mindset and entrepreneurial spirit. You're comfortable with ambiguity, willing to learn, and excited to build something.

Preferred

• Bachelor's degree in marketing, communications, or related field.
• LinkedIn Ads experience
• Financial services experience
• Proficiency with social media ad platforms (LinkedIn Ads is a differentiator).
• Video editing experience.