Advisor Marketing Specialist

USA (Remote)

$68K/yr – $80K/yrMid Level3+ years expFull time

Posted 2 months ago

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Job Summary

Own and orchestrate advisor-team marketing to drive regionally aligned growth through proactive planning, cross-functional collaboration, and scalable campaigns across events, content, and enablement.

  • Campaign planning and execution across advisor teams
  • Cross-functional alignment with corporate marketing and platform-enabled content
  • Knowledge hub and advisor enablement to codify best practices

Job Description

  • Growth Infrastructure: Act as day-to-day marketing lead for 8-10 advisor teams, aligning goals and growth opportunities.
  • Campaign Planning: Conduct proactive planning sessions with advisor teams to uncover needs and align initiatives with team goals.
  • Regional Alignment: Partner with Advisor Marketing Consultants to ladder plans to regional growth priorities.
  • Event Coordination: Support a handful of teams executing on marketing goals with a strong focus on events.
  • Content & Channels: Align advisor marketing plans with corporate offerings and use the Advisor Marketing Platform for events, email, social.
  • Data & Reporting: Navigate Salesforce to pull reports, analyze dashboards, present client data, and report results and budgets.
  • Tools & Execution: Lead planning and execution using FMG Suite, Canva, Wistia, Wrike, and Salesforce.
  • Collateral & Campaigns: Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications.
  • Cross-Functional Collaboration: Collaborate with Creative, Brand, Web, and Compliance to ensure timely asset execution and approvals.
  • Knowledge & Enablement: Document processes, educate advisors, and maintain a central knowledge hub for marketing strategy.

Wealth Enhancement Group

Integra Capital Advisors purpose is to enable people to live fulfilling lives, with confidence of achieving their goals. We do this through a structured, yet personalized, approach to financial and retirement income planning, as well as providing investment management services.Tom Breiter founded Integra Capital Advisors in 1992. Originally known as Breiter Capital Management, our name changed in 2018 to reflect our expanded team and office locations in Bradenton and Bonita Springs, Florida.Our slogan is “Your Life, Your Wealth” which communicates our view that our clients’ assets are a tool to help them reach their financial and life objectives. Everyone will experience change and transitions in their life and a sound plan will help reduce the stress and increase the chances of success when life’s uncertainties come around. Our experienced team will listen, understand your priorities, and suggest actions to keep your finances on track.

Bradenton, Florida, USA
12 employees