Advisor Marketing Manager

West Virginia, USA (Remote)

$75K/yr – $90K/yrSenior Level5+ years expFull time

Posted 8 days ago

Job Summary

Own and execute end-to-end marketing plans for financial advisors, serving as the primary resource for campaigns, onboarding, and cross‑team collaboration.

Own annual plans and campaigns end-to-end for advisors and branches
Provide clear, truthful feedback and ensure cross‑functional alignment

Job Description

Responsibilities

Building annual marketing plans with advisors — real plans, not templates.
Being the go-to marketing person for your advisors and their branches.
Running campaigns across email, digital ads, social, events, and print (yes, some advisors still want print).
Reviewing what's working, what isn't, and telling advisors the truth about both.
Helping new advisors and branches get oriented when they join.
Working closely with the broader marketing and business development teams so nothing you're doing happens in a silo.

Requirements

5+ years in marketing, with a track record of owning plans and campaigns end-to-end — not just executing someone else's brief.
Financial services or RIA experience is a strong plus; if you don't have it, you should be a fast learner comfortable getting up to speed
You can manage a dozen competing priorities without dropping the important ones.
You've used HubSpot and Redtail, or you pick up new tools quickly.
You're comfortable working remotely and managing your own schedule — no one's going to look over your shoulder.

Benefits

Comprehensive benefits, including medical coverage, 401(k) with company match, discretionary quarterly and profit-sharing bonuses, and profit interest unit eligibility.

Summit Wealth Group

4.3 Glassdoor

Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality.Summit Wealth Group, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & 2B can be obtained by written request directly to: 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

Founded in 2002

Colorado Springs, Colorado, USA

74 employees (6 in marketing)

www.summitwealthgroup.com

1% recommend to a friend